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 |
|---|---|---|
HARBOR6 years Filed as: HARBOR INVESTMENT ADVISORY Service code 26 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $72,805 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 692 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $62,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,336 | $72,254-6.8% | $86,677-22.3% | $64,808+3.9% |
| Participation rate | 94.2% | 80.4%+13.8pp | 76.6%+17.6pp | 71.5%+22.7pp |
| Annual return | -13.83% | 392.42%-406.2pp | 35.91%-49.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $6,950 | $2,393+190.4% | $2,836+145.0% | $2,506+177.3% |
| Participant deferral / active EE | $4,111 | $4,658-11.7% | $4,656-11.7% | $4,310-4.6% |
| Admin fee / account holder | $265 | $174+52.1% | $7,493-96.5% | $188+40.9% |