Filed March 8, 1994
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 |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY Service code 19 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Securities Custodian | $3,713 |
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 | $78,366 | $69,305+13.1% | $82,313-4.8% | $69,631+12.5% |
| Participation rate | 80.5% | 80.3%+0.3pp | 76.9%+3.6pp | 70.7%+9.8pp |
| Annual return | 14.78% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,683 | $1,887-10.8% | $2,428-30.7% | $2,032-17.2% |
| Participant deferral / active EE | $2,646 | $3,568-25.9% | $3,706-28.6% | $3,224-17.9% |
| Admin fee / account holder | $12 | $97-87.7% | $5,608-99.8% | $110-89.2% |