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 |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.3+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $13,857 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $9,359 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,853 | $43,723+2.6% | $121,196-63.0% | $64,186-30.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 10.53% | 68.91%-58.4pp | 16.93%-6.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,617 | $1,296+24.7% | $4,022-59.8% | $2,381-32.1% |
| Participant deferral / active EE | $3,203 | $2,280+40.5% | $3,344-4.2% | $3,470-7.7% |
| Admin fee / account holder | $163 | $3,501-95.3% | $5,019-96.7% | $4,888-96.7% |