Filed November 30, 2012
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 |
|---|---|---|
CLEARWATER WEALTH MANAGEMENT LLC2+ years Service code 27 · EIN 45-2594062 | Advisory (Plan) | $30,767 |
ALLRED JACKSON, P.C.2+ years Service code 10 · EIN 87-0406295 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,640 | $42,582-35.1% | $171,082-83.8% | $57,658-52.1% |
| Participation rate | 45.1% | 63.9%-18.8pp | 76.7%-31.6pp | 70.2%-25.2pp |
| Annual return | 21.08% | 308.67%-287.6pp | 32.56%-11.5pp | 5.13%+16.0pp |
| Employer contribution / active EE | $461 | $1,306-64.7% | $4,002-88.5% | $1,974-76.7% |
| Participant deferral / active EE | $1,658 | $2,933-43.5% | $4,797-65.4% | $3,061-45.8% |
| Admin fee / account holder | $90 | $82+8.9% | $8,520-98.9% | $95-5.2% |