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 | $83,615 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
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 | $71,438 | $106,649-33.0% | $80,019-10.7% | $68,904+3.7% |
| Participation rate | 97.1% | 88.1%+8.9pp | 75.8%+21.2pp | 74.1%+22.9pp |
| Annual return | -3.78% | -0.87%-2.9pp | 11.22%-15.0pp | 1.07%-4.8pp |
| Employer contribution / active EE | $5,006 | $4,132+21.2% | $2,468+102.8% | $2,540+97.1% |
| Participant deferral / active EE | $5,588 | $6,395-12.6% | $3,686+51.6% | $4,015+39.2% |
| Admin fee / account holder | -$8 | $58-113.2% | $6,521-100.1% | $71-110.8% |