Filed November 19, 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 BROS. RET PLAN SERV Service code 27 · EIN 20-4683855 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 152223602 | Advisory (Plan) | $53,441 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,922 | $61,052+75.1% | $142,863-25.2% | $79,386+34.7% |
| Participation rate | 92.9% | 60.1%+32.7pp | 71.9%+20.9pp | 70.7%+22.2pp |
| Annual return | 15.54% | 16.02%-0.5pp | 5637.54%-5622.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,859 | $1,481+93.1% | $4,144-31.0% | $2,427+17.8% |
| Participant deferral / active EE | $3,286 | $2,879+14.1% | $3,837-14.4% | $4,046-18.8% |
| Admin fee / account holder | $279 | $659-57.7% | $6,560-95.7% | $626-55.5% |