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. RETIREMENT PLAN SER Service code 27 · EIN 20-4683855 | Advisory (Plan) | $55,927 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,569 |
Service code 16 · EIN 26-1233837 | Consulting | $2,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,672 | $48,335+102.1% | $121,098-19.3% | $71,457+36.7% |
| Participation rate | 99.4% | 54.3%+45.1pp | 69.5%+29.9pp | 67.9%+31.4pp |
| Annual return | 17.40% | 23.32%-5.9pp | 985.75%-968.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $4,216 | $1,489+183.2% | $4,164+1.3% | $2,588+62.9% |
| Participant deferral / active EE | $4,735 | $2,754+72.0% | $4,080+16.1% | $4,289+10.4% |
| Admin fee / account holder | $278 | $1,841-84.9% | $5,644-95.1% | $1,587-82.5% |