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) | $50,960 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,724 | $45,602+85.8% | $117,472-27.9% | $66,914+26.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -15.58% | -16.74%+1.2pp | 29.74%-45.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,479 | $1,579+120.4% | $4,176-16.7% | $2,544+36.7% |
| Participant deferral / active EE | $3,958 | $2,845+39.1% | $4,070-2.8% | $4,237-6.6% |
| Admin fee / account holder | $251 | $661-62.0% | $5,645-95.5% | $593-57.6% |