Filed December 22, 1997
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 |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $56,662 |
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $24,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,845 | $82,917-44.7% | $103,333-55.6% | $77,643-41.0% |
| Participation rate | 78.8% | 71.6%+7.3pp | 74.5%+4.3pp | 70.6%+8.3pp |
| Annual return | 16.35% | 19.13%-2.8pp | 24.88%-8.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,674 | $4,108+13.8% | $5,057-7.6% | $4,647+0.6% |
| Admin fee / account holder | $208 | $638-67.4% | $8,355-97.5% | $430-51.7% |