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 (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$365K

+42.1% from 2018

Total participants

+100.0% from 2018

Average account balance

$182,458

-28.9% from 2018

Annual return

17.38%

+26.91 pp from 2018

Benchmarks

See 31,999 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,999 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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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

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.

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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.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,458

$183,963-0.8%

$162,163+12.5%

$152,861+19.4%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.4%+17.6pp

Annual return

17.38%

150.76%-133.4pp

115.59%-98.2pp

345.32%-327.9pp

Employer contribution / active EE

$19,254

$6,371+202.2%

$5,614+243.0%

$4,762+304.3%

Participant deferral / active EE

$12,500

$8,034+55.6%

$7,298+71.3%

$5,850+113.7%

Admin fee / account holder

$13,121-100.0%

$10,843-100.0%

$11,596-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion