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 | $17,072 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173201 | Recordkeeping Fees | $125 |
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 | $60,784 | $60,989-0.3% | $60,874-0.1% | $66,914-9.2% |
| Participation rate | 79.5% | 74.5%+5.0pp | 73.1%+6.4pp | 69.8%+9.7pp |
| Annual return | -13.11% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,438 | $3,615+50.5% | $3,817+42.5% | $4,237+28.4% |
| Admin fee / account holder | $101 | $338-70.1% | $3,224-96.9% | $593-82.9% |