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 | $6,955 |
MORNINGSTAR7+ years Service code 27 | Advisory (Plan) | $2,223 |
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 INC2 years 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 | $92,801 | $65,061+42.6% | $143,757-35.4% | $66,914+38.7% |
| Participation rate | 76.6% | 65.2%+11.5pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -15.52% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,300 | $2,361-2.6% | $4,951-53.5% | $2,544-9.6% |
| Participant deferral / active EE | $5,202 | $2,919+78.2% | $5,637-7.7% | $4,237+22.8% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.5% |