Filed August 30, 2012 (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 |
|---|---|---|
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH ST STE 1400 · BELLEVUE, WA 98004 | Accounting | $24,352 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,663 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,442 | $86,897+34.0% | $151,611-23.2% | $64,808+79.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.49% | -3.57%-11.9pp | 3.33%-18.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $8,057 | $4,010+100.9% | $6,166+30.7% | $2,506+221.5% |
| Participant deferral / active EE | $6,910 | $6,690+3.3% | $8,363-17.4% | $4,310+60.3% |
| Admin fee / account holder | $107 | $153-29.7% | $11,616-99.1% | $188-42.8% |