Retirement plan

CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Name: CLEAR POINT ADVISORS, INC. - CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CLEAR POINT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN, CLEAR POINT ADVISORS, INC.

CLEAR POINT ADVISORS, INC.EIN 13-3990754Plan #004PY 2017

ONE HUNTINGTON QUAD, SUITE 2S10 - MELVILLE, NY 11747631-333-2222clearheightadvisors.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$216K

+55.0% from 2016

Total participants

-50.0% from 2016

Average account balance

-100.0% from 2016

Annual return

13.82%

-16.74 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$974K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$487K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4999

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$3076 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.421%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,867-100.0%

$149,721-100.0%

$147,586-100.0%

Participation rate

0.0%

88.2%-88.2pp

87.1%-87.1pp

82.8%-82.8pp

Annual return

13.82%

2113.36%-2099.5pp

1501.67%-1487.8pp

578.59%-564.8pp

Employer contribution / active EE

$36,592

$6,275+483.2%

$5,444+572.1%

$4,876+650.4%

Participant deferral / active EE

$24,000

$7,270+230.1%

$6,568+265.4%

$5,439+341.3%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion