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 | $85,826 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | 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 | $85,646 | $156,529-45.3% | $93,606-8.5% | $82,204+4.2% |
| Participation rate | 95.3% | 86.5%+8.8pp | 75.8%+19.5pp | 73.4%+21.9pp |
| Annual return | 24.81% | 20.36%+4.4pp | 32.76%-8.0pp | 26.31%-1.5pp |
| Employer contribution / active EE | $7,183 | $4,800+49.7% | $2,718+164.3% | $2,707+165.3% |
| Participant deferral / active EE | $5,742 | $6,674-14.0% | $4,069+41.1% | $4,246+35.2% |
| Admin fee / account holder | $21 | $65-66.9% | $7,888-99.7% | $76-71.7% |