Filed February 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.1+ years Filed as: HENDERSON BROS. RET. PLAN SERVICES Service code 16 · EIN 20-4683855 | Consulting | $17,067 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,020 | $51,769+25.6% | $57,343+13.4% | $52,331+24.2% |
| Participation rate | 91.8% | 75.2%+16.6pp | 75.1%+16.7pp | 68.1%+23.7pp |
| Annual return | 2.48% | 2.43%+0.1pp | 24.39%-21.9pp | 4.54%-2.1pp |
| Employer contribution / active EE | $3,866 | $2,335+65.6% | $2,689+43.8% | $1,882+105.5% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $55 | $295-81.2% | $3,356-98.3% | $592-90.6% |