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 LLC Service code 16 · EIN 46-3868027 | Consulting | $73,468 |
Filed as: BABUSH,NEIMAN,KORNMAN&JOHNSON LLP Service code 16 5909 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Consulting | $12,750 |
Filed as: CARR, RIGGS, & INGRAM LLC Service code 16 · EIN 72-1396621 | Consulting | $12,750 |
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 | $90,243 | $2,226,388-95.9% | $91,001-0.8% | $177,276-49.1% |
| Participation rate | 85.0% | 85.1%-0.1pp | 75.6%+9.4pp | 74.8%+10.2pp |
| Annual return | 19.73% | 20.16%-0.4pp | 4.60%+15.1pp | 21.25%-1.5pp |
| Employer contribution / active EE | $4,986 | $4,139+20.5% | $2,456+103.1% | $2,479+101.1% |
| Participant deferral / active EE | $4,404 | $6,423-31.4% | $3,547+24.2% | $3,881+13.5% |
| Admin fee / account holder | $80 | $1,921-95.8% | $5,417-98.5% | $154-48.2% |