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 MAINTENANCE3 years Filed as: HARVARD SQUARE FIN PLANNING LLC Service code 28 · EIN 39-1706771 | Investment Management | $17,750 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,624 | $84,948+25.5% | $70,449+51.3% | $73,409+45.2% |
| Participation rate | 93.8% | 79.9%+13.9pp | 75.1%+18.8pp | 72.2%+21.7pp |
| Annual return | 12.72% | 13.39%-0.7pp | 109.03%-96.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,842 | $2,834-35.0% | $2,737-32.7% | $2,234-17.5% |
| Participant deferral / active EE | $5,113 | $3,387+51.0% | $3,709+37.9% | $3,805+34.4% |
| Admin fee / account holder | $32 | $98-67.2% | $3,845-99.2% | $158-79.6% |