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 25 · EIN 04-2647786 | Directed Trustee | $659,208 |
Filed as: CLEAR INVESTMENT RESEARCH LLC Service code 16 · EIN 46-3868027 | Consulting | $59,175 |
WARREN AVERETT, LLC5 years Service code 16 · EIN 45-4084437 | Consulting | $15,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,211 | $125,029-35.8% | $90,749-11.6% | $78,044+2.8% |
| Participation rate | 96.4% | 93.0%+3.4pp | 75.7%+20.7pp | 74.4%+21.9pp |
| Annual return | -17.40% | -14.80%-2.6pp | -12.16%-5.2pp | 10.87%-28.3pp |
| Employer contribution / active EE | $5,818 | $4,916+18.3% | $2,921+99.2% | $3,125+86.2% |
| Participant deferral / active EE | $6,451 | $7,684-16.0% | $4,564+41.3% | $5,084+26.9% |
| Admin fee / account holder | $63 | $56+12.4% | $8,445-99.3% | $79-20.6% |