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. SERV. Service code 16 · EIN 20-4683855 920 FORT DUQUESNE BLVD. · PITTSBURG, PA 152223602 | Consulting | $21,132 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173201 | Recordkeeping Fees | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,645 | $74,706-2.8% | $75,696-4.0% | $79,386-8.5% |
| Participation rate | 82.8% | 75.3%+7.4pp | 74.8%+7.9pp | 70.7%+12.1pp |
| Annual return | 12.61% | 18.52%-5.9pp | 104.53%-91.9pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,442 | $3,533+54.0% | $3,821+42.4% | $4,046+34.5% |
| Admin fee / account holder | $127 | $374-66.1% | $3,619-96.5% | $626-79.8% |