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 | $3,300 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,630 |
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 | $25,454 | $46,292-45.0% | $143,757-82.3% | $64,808-60.7% |
| Participation rate | 71.7% | 64.2%+7.5pp | 80.3%-8.6pp | 71.5%+0.3pp |
| Annual return | -14.09% | -10.05%-4.0pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,005 | $1,910+5.0% | $4,951-59.5% | $2,506-20.0% |
| Participant deferral / active EE | $1,844 | $2,646-30.3% | $5,637-67.3% | $4,310-57.2% |
| Admin fee / account holder | $8 | $154-94.9% | $14,673-99.9% | $188-95.9% |