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) | $69,087 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,678 | $52,406+97.8% | $129,207-19.8% | $74,495+39.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.23% | 15.66%-2.4pp | 9417.33%-9404.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,046 | $1,531+164.4% | $4,153-2.6% | $2,623+54.3% |
| Participant deferral / active EE | $4,626 | $2,794+65.5% | $4,168+11.0% | $4,346+6.4% |
| Admin fee / account holder | $322 | $2,633-87.8% | $7,715-95.8% | $1,942-83.4% |