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 NUBER2 years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH ST STE 1400 · BELLEVUE, WA 98004 | Accounting | $24,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,834 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,943 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,013 | $100,227+34.7% | $169,993-20.6% | $74,419+81.4% |
| Participation rate | 89.3% | 87.3%+2.0pp | 87.0%+2.3pp | 70.7%+18.6pp |
| Annual return | 15.49% | 66.08%-50.6pp | 53.37%-37.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $6,573 | $4,263+54.2% | $6,785-3.1% | $2,637+149.2% |
| Participant deferral / active EE | $7,125 | $7,143-0.3% | $10,408-31.5% | $4,528+57.4% |
| Admin fee / account holder | $115 | $234-50.9% | $12,815-99.1% | $348-66.9% |