Retirement plan

CLEAN USA POWER, INC. 401(K) TRUST

Name: CLEAN USA POWER, INC. - CLEAN USA POWER, INC. 401(K) TRUST (2024) Form 5500
Creator: CLEAN USA POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAN USA POWER, INC. 401(K) TRUST, CLEAN USA POWER, INC.

CLEAN USA POWER, INC.EIN 45-3757043Plan #001PY 2024

115 NW OREGON AVE, UNIT 10 - BEND, OR 97703541-668-0423cleanusapower.comLinkedIn1-10 employeesrenewables & environment

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$301K

+5.8% from 2023

Total participants

0.0% from 2023

Average account balance

$150,593

+5.8% from 2023

Annual return

-1.44%

-14.94 pp from 2023

Benchmarks

See 1,946 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,946 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$366K

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$150,593

$97,751+54.1%

$103,431+45.6%

$145,978+3.2%

Participation rate

100.0%

81.1%+18.9pp

80.5%+19.5pp

80.3%+19.7pp

Annual return

-1.44%

25.43%-26.9pp

23.92%-25.4pp

550.52%-552.0pp

Employer contribution / active EE

$4,568

$4,684-2.5%

$4,678-2.4%

$4,662-2.0%

Participant deferral / active EE

$5,687

$6,603-13.9%

$6,625-14.2%

$6,690-15.0%

Admin fee / account holder

$12,515-100.0%

$9,412-100.0%

$13,400-100.0%

CLEAN USA POWER, INC. 401(K) TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CLEAN USA POWER, INC. 401(K) TRUST

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