DALY SEVEN, INC. RETIREMENT SAVINGS PLAN

Overview

Plan Contact

  • Address: 5920 S MIAMI BLVD STE 102,MORRISVILLE,NC
  • Contact person: NOEL ANDERSON
  • Phone: (919) 872-3507

Plan General Information


At the end of 2019, the total retirement plan assets of DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is $3,110,271.This plan was established in 1995.

At the end of 2019, the total number of retirement plan participants in DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is 127

In 2019, the average participant retirement account value for DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is $24,490

In 2019, the estimated average employee contribution amount per participant for DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is $2,154

In 2019, the estimated average employer match for an employee in DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is approximately $300

In 2019, DALY SEVEN, INC. RETIREMENT SAVINGS PLAN allocates $38,191 to match its employees’ contributions, providing an employer match rate of 13.79% of their contributions

In 2019, the total retirement plan asset growth rate of DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is 2.36%

In 2019, the estimated aggregate retirement account investment gain/loss for DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is 24.01%. This measures the effectiveness of the plan participants’ investments in the year.

In 2019, the investment and administrative expense ratio of DALY SEVEN, INC. RETIREMENT SAVINGS PLAN is 0.51%.

Enrollment Features

DALY SEVEN, INC. RETIREMENT SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.