Filed December 5, 2014
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 |
|---|---|---|
Filed as: HENDERSON BROS. RET. PLAN Service code 17 · EIN 20-4683855 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 152223602 | Pension Consulting | $28,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,821 | $69,745-2.8% | $67,511+0.5% | $74,546-9.0% |
| Participation rate | 96.7% | 71.3%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.36% | -40.37%+55.7pp | 3517.41%-3502.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $30 | $2,705-98.9% | $2,733-98.9% | $2,624-98.8% |
| Participant deferral / active EE | $3,184 | $3,636-12.4% | $4,000-20.4% | $4,347-26.8% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |