Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 11 · EIN 84-0467907 | Actuarial | $325,294 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,568 |
ENNIS, PELLUM & ASSOCIATES3 years Filed as: ENNIS PELLUM & ASSOCIATES CPA Service code 10 · EIN 59-1843700 | Accounting | $27,275 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,452-100.0% | $381,452-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 33.3%-33.3pp | 55.8%-55.8pp |
| Annual return | 9.07% | 8.63%+0.4pp | 7.47%+1.6pp | 24.42%-15.3pp |
| Employer contribution / active EE | $8,846 | $53,313-83.4% | $44,557-80.1% | $41,338-78.6% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $3,849-100.0% | $3,849-100.0% | $22,079-100.0% |