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 | $5,760 |
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $2,399 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,102 |
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 49 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Other Services | $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 | $111,806 | $55,415+101.8% | $155,509-28.1% | $74,495+50.1% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 14.31% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,083 | $2,267-8.1% | $4,672-55.4% | $2,623-20.6% |
| Participant deferral / active EE | $4,651 | $2,836+64.0% | $5,626-17.3% | $4,346+7.0% |
| Admin fee / account holder | $31 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |