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 MAINTENANCE2 years Filed as: HARVARD SQUARE FIN PLANNING LLC Service code 28 · EIN 39-1706771 | Investment Management | $21,150 |
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $6,830 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,841 |
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 | $96,304 | $95,542+0.8% | $69,455+38.7% | $67,579+42.5% |
| Participation rate | 93.3% | 79.4%+13.9pp | 74.6%+18.7pp | 71.3%+22.0pp |
| Annual return | 18.52% | 17.67%+0.8pp | 28.97%-10.5pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,045 | $2,989+1.9% | $2,779+9.6% | $2,148+41.8% |
| Participant deferral / active EE | $4,843 | $3,263+48.4% | $3,535+37.0% | $3,539+36.8% |
| Admin fee / account holder | $51 | $90-42.9% | $3,839-98.7% | $142-63.9% |