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 |
|---|---|---|
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY Service code 19 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Securities Custodian | $93,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,985 | $65,118-1.7% | $76,768-16.7% | $55,725+14.8% |
| Participation rate | 68.1% | 79.6%-11.5pp | 77.0%-8.9pp | 70.9%-2.8pp |
| Annual return | -4.22% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,501 | $1,941+80.4% | $2,485+40.9% | $2,078+68.5% |
| Participant deferral / active EE | $2,265 | $3,688-38.6% | $3,852-41.2% | $3,356-32.5% |
| Admin fee / account holder | $240 | $116+106.8% | $6,675-96.4% | $115+108.0% |