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 |
|---|---|---|
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY Service code 19 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Securities Custodian | $61,235 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 692 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $36,073 |
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 | $64,810 | $73,404-11.7% | $87,100-25.6% | $67,579-4.1% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.9%+18.4pp | 71.3%+24.0pp |
| Annual return | 18.96% | 48.29%-29.3pp | 28.19%-9.2pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,693 | $2,014-15.9% | $2,521-32.8% | $2,148-21.2% |
| Participant deferral / active EE | $2,374 | $3,913-39.3% | $4,049-41.4% | $3,539-32.9% |
| Admin fee / account holder | $210 | $142+48.4% | $7,497-97.2% | $142+47.7% |