Filed July 6, 2016
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 |
|---|---|---|
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 13 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Contract Administrator | $10,227 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,196 | $52,293-51.8% | $178,490-85.9% | $73,409-65.7% |
| Participation rate | 74.0% | 65.3%+8.7pp | 81.9%-7.9pp | 72.2%+1.8pp |
| Annual return | 9.63% | 34.75%-25.1pp | 151.07%-141.4pp | 59.29%-49.7pp |
| Employer contribution / active EE | $1,923 | $1,735+10.8% | $5,011-61.6% | $2,234-13.9% |
| Participant deferral / active EE | $1,870 | $2,332-19.8% | $5,202-64.0% | $3,805-50.9% |
| Admin fee / account holder | $29 | $127-76.9% | $13,984-99.8% | $158-81.4% |