Filed December 17, 2002
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 BROTHERS FINANCIAL PARTNE Service code 27 · EIN 99-4573857 920 FORT DUQUESNE DLVD · PITTSBURGH, PA 152223602 | Advisory (Plan) | $17,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,918 | $56,317+22.4% | $71,209-3.2% | $74,304-7.2% |
| Participation rate | 97.8% | 55.1%+42.7pp | 73.8%+24.0pp | 60.3%+37.4pp |
| Annual return | 14.33% | 42.83%-28.5pp | 282.51%-268.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $5,399 | $2,160+150.0% | $2,721+98.4% | $2,241+140.9% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $57 | $2,290-97.5% | $5,349-98.9% | $2,969-98.1% |