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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $450,750 |
Filed as: CLEAR INVESTMENT RESEARCH LLC Service code 16 · EIN 46-3868027 | Consulting | $59,383 |
WARREN AVERETT, LLC1 year Filed as: WARRENAVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $14,500 |
Filed as: SMITH GAMBREL & RUSSELL, LLC Service code 16 · EIN 58-0967450 | Consulting | $5,488 |
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 | $85,558 | $146,341-41.5% | $98,907-13.5% | $93,223-8.2% |
| Participation rate | 95.2% | 89.3%+5.9pp | 76.0%+19.2pp | 74.9%+20.3pp |
| Annual return | 25.07% | 16.85%+8.2pp | 196.43%-171.4pp | 19.29%+5.8pp |
| Employer contribution / active EE | $4,357 | $4,823-9.7% | $2,689+62.0% | $2,680+62.6% |
| Participant deferral / active EE | $5,860 | $7,126-17.8% | $4,244+38.1% | $4,563+28.4% |
| Admin fee / account holder | $46 | $63-26.7% | $6,642-99.3% | $79-41.9% |