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.5+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $15,609 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,168 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,411 | $53,901-28.7% | $134,143-71.4% | $73,488-47.7% |
| Participation rate | 99.0% | 62.8%+36.2pp | 72.2%+26.8pp | 70.7%+28.3pp |
| Annual return | 5.02% | 15.82%-10.8pp | 36.33%-31.3pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,432 | $1,458-1.8% | $3,704-61.3% | $2,270-36.9% |
| Participant deferral / active EE | $2,539 | $2,739-7.3% | $3,499-27.4% | $3,740-32.1% |
| Admin fee / account holder | $161 | $581-72.2% | $6,684-97.6% | $513-68.6% |