Filed March 27, 2007 (most recent of 2 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 |
|---|---|---|
Service code 49 | Other Services | $6,918 |
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $2,259 |
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 49 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Other Services | $0 |
TBS AGENCY INC1 year Filed as: TBS AGENCY Service code 26 · EIN 52-1473914 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $112,115 | $61,156+83.3% | $185,823-39.7% | $79,386+41.2% |
| Participation rate | 71.7% | 66.6%+5.0pp | 81.7%-10.0pp | 70.7%+1.0pp |
| Annual return | 15.67% | 19.45%-3.8pp | 122.05%-106.4pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,882 | $2,321-18.9% | $5,167-63.6% | $2,427-22.5% |
| Participant deferral / active EE | $4,371 | $2,789+56.7% | $5,568-21.5% | $4,046+8.0% |
| Admin fee / account holder | $12 | $710-98.3% | $16,237-99.9% | $626-98.1% |