Filed May 13, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT8+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,723 | $86,897+11.3% | $151,611-36.2% | $64,808+49.2% |
| Participation rate | 70.4% | 87.3%-16.8pp | 87.5%-17.1pp | 71.5%-1.0pp |
| Annual return | -8.84% | -3.57%-5.3pp | 3.33%-12.2pp | 32.82%-41.7pp |
| Employer contribution / active EE | $2,461 | $4,010-38.6% | $6,166-60.1% | $2,506-1.8% |
| Participant deferral / active EE | $5,149 | $6,690-23.0% | $8,363-38.4% | $4,310+19.5% |
| Admin fee / account holder | $20 | $153-87.1% | $11,616-99.8% | $188-89.5% |