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 | $6,624 |
MORNINGSTAR8+ years Service code 27 | Advisory (Plan) | $2,227 |
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 INC3 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,364 | $61,272+91.5% | $149,673-21.6% | $71,457+64.2% |
| Participation rate | 61.7% | 62.5%-0.8pp | 78.8%-17.0pp | 67.9%-6.2pp |
| Annual return | 17.34% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,001 | $2,378-15.9% | $4,818-58.5% | $2,588-22.7% |
| Participant deferral / active EE | $4,551 | $2,917+56.0% | $5,680-19.9% | $4,289+6.1% |
| Admin fee / account holder | $26 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |