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 920 FORT DUQUESNE BLVD. · PITTSBURG, PA 152223602 | Consulting | $12,470 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENEU · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
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 | $69,843 | $65,322+6.9% | $70,449-0.9% | $73,488-5.0% |
| Participation rate | 89.1% | 77.0%+12.2pp | 75.1%+14.1pp | 70.7%+18.4pp |
| Annual return | 16.97% | 15.71%+1.3pp | 109.03%-92.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,155 | $3,375+82.4% | $3,709+66.0% | $3,740+64.6% |
| Admin fee / account holder | $79 | $214-63.1% | $3,845-97.9% | $513-84.6% |