Filed November 25, 2003 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $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.
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.
| Provider | Service type | Compensation |
|---|---|---|
CLEARVIEW GROUP4 years Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,020 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,186 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,238 | $60,776+178.5% | $85,682+97.5% | $79,386+113.2% |
| Participation rate | 93.2% | 62.1%+31.1pp | 69.9%+23.3pp | 70.7%+22.5pp |
| Annual return | 11.03% | 16.57%-5.5pp | 21.49%-10.5pp | 116.85%-105.8pp |
| Employer contribution / active EE | $604 | $1,663-63.7% | $2,618-76.9% | $2,427-75.1% |
| Participant deferral / active EE | $10,530 | $2,919+260.8% | $3,923+168.4% | $4,046+160.3% |
| Admin fee / account holder | $243 | $438-44.5% | $6,873-96.5% | $626-61.1% |