See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,539 |
HENDERSON BROS. RET. PLAN SERV.10+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,009 |
Filed as: HENDERSON BROTHERS FINANCIAL PTRS Service code 27 · EIN 99-4573857 | Advisory (Plan) | $9,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,032 | $53,516+1.0% | $126,539-57.3% | $84,808-36.3% |
| Participation rate | 97.2% | 58.2%+38.9pp | 69.8%+27.4pp | 68.3%+28.9pp |
| Annual return | 13.41% | 58.34%-44.9pp | 425.95%-412.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,994 | $1,535+29.9% | $3,674-45.7% | $2,631-24.2% |
| Participant deferral / active EE | $3,831 | $2,671+43.4% | $4,083-6.2% | $4,212-9.0% |
| Admin fee / account holder | $172 | $4,497-96.2% | $6,065-97.2% | $7,344-97.7% |