Filed February 13, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
HARVARD MAINTENANCE1 year Filed as: HARVARD SQUARE FIN PLANNING LLC Service code 28 · EIN 39-1706771 | Investment Management | $13,650 |
Service code 28 · EIN 20-4668732 | Investment Management | $6,830 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $571 |
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 | $85,259 | $70,083+21.7% | $59,878+42.4% | $55,725+53.0% |
| Participation rate | 93.7% | 78.4%+15.3pp | 74.7%+19.0pp | 70.9%+22.8pp |
| Annual return | -2.65% | 3.13%-5.8pp | 3.46%-6.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,925 | $2,878+1.6% | $2,722+7.5% | $2,078+40.7% |
| Participant deferral / active EE | $4,598 | $3,079+49.3% | $3,402+35.2% | $3,356+37.0% |
| Admin fee / account holder | $38 | $70-46.2% | $3,590-98.9% | $115-67.1% |