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 |
|---|---|---|
Filed as: HENDERSON BROS. RET. PLAN SERVICES Service code 16 · EIN 20-4683855 | Consulting | $11,838 |
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 | $57,211 | $55,002+4.0% | $59,878-4.5% | $56,287+1.6% |
| Participation rate | 87.3% | 75.9%+11.3pp | 74.7%+12.6pp | 69.9%+17.4pp |
| Annual return | -2.97% | 1.13%-4.1pp | 3.46%-6.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,930 | $3,121+90.0% | $3,402+74.3% | $3,350+77.0% |
| Admin fee / account holder | $106 | $236-55.0% | $3,590-97.0% | $521-79.7% |