Retirement plan

CLEAR WATER OUTDOOR, LLC

Name: CLEAR WATER OUTDOOR, LLC - CLEAR WATER OUTDOOR, LLC (2024) Form 5500
Creator: CLEAR WATER OUTDOOR, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAR WATER OUTDOOR, LLC, CLEAR WATER OUTDOOR, LLC

CLEAR WATER OUTDOOR, LLCEIN 20-2236373Plan #001PY 2024

744 W. MAIN STREET - LAKE GENEVA, WI 53147262-348-2420clearwateroutdoor.comLinkedIn11-50 employeesretail

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$171K

+48.4% from 2023

Total participants

+28.6% from 2023

Average account balance

$18,985

+15.5% from 2023

Annual return

2.95%

+0.36 pp from 2023

Benchmarks

See 10,317 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,317 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$171K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+2.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$270 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.420%

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

$18,985

$110,039-82.7%

$97,260-80.5%

$145,884-87.0%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

2.95%

244.44%-241.5pp

75.54%-72.6pp

551.85%-548.9pp

Employer contribution / active EE

$1,816

$3,074-40.9%

$2,721-33.3%

$4,662-61.0%

Participant deferral / active EE

$4,002

$4,674-14.4%

$4,262-6.1%

$6,690-40.2%

Admin fee / account holder

$270

$6,204-95.7%

$5,640-95.2%

$13,392-98.0%

CLEAR WATER OUTDOOR, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEAR WATER OUTDOOR, LLC

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