Filed October 21, 2011 (most recent of 5 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 |
|---|---|---|
Filed as: CLEAR INVESTMENT RESEARCH Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $59,217 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,773 | $117,928-34.9% | $77,999-1.6% | $65,292+17.6% |
| Participation rate | 96.3% | 85.6%+10.7pp | 75.5%+20.8pp | 72.4%+23.9pp |
| Annual return | 10.79% | 11.37%-0.6pp | 425.96%-415.2pp | 11.84%-1.1pp |
| Employer contribution / active EE | $4,040 | $3,999+1.0% | $2,470+63.6% | $2,302+75.5% |
| Participant deferral / active EE | $4,941 | $5,945-16.9% | $3,497+41.3% | $3,579+38.1% |
| Admin fee / account holder | -$5 | $66-108.1% | $5,480-100.1% | $57-109.4% |