ROUNDPOINT FINANCIAL GROUP 401(K) PLAN

Plan Contact

  • Address: 5032 PARKWAY PLAZA BLVD.,CHARLOTTE,NC
  • Contact person: KATE LEWIS
  • Phone: (704) 426-8800

Plan General Information

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is $8,714,976.00.This plan was established in 2008.

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is 624

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is $13,966.00

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is $5,062.00.

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is approximately $721.00
Investing in this additonal $721.00 for 20 years would give you extra $46,168.00, assuming a 10% annual return.

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Total Employer Contribution and Match Rate

In 2016, ROUNDPOINT FINANCIAL GROUP 401(K) PLAN allocates $450,138.00 to match its employees' contributions, providing an employer match rate of 28.50% of their contributions

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is 40.50%.

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is 8.07%. This measures the effectiveness of the plan participants' investments in the year.

ROUNDPOINT FINANCIAL GROUP 401(K) PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of ROUNDPOINT FINANCIAL GROUP 401(K) PLAN is 0.07%.

Enrollment Features

ROUNDPOINT FINANCIAL GROUP 401(K) 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.

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