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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $37,097 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 28 · EIN 39-1706771 | Investment Management | $9,800 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,141 | $79,124+29.1% | $60,874+67.8% | $64,808+57.6% |
| Participation rate | 90.7% | 77.7%+13.0pp | 73.1%+17.6pp | 71.5%+19.2pp |
| Annual return | -12.22% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $3,187 | $3,050+4.5% | $2,701+18.0% | $2,506+27.2% |
| Participant deferral / active EE | $5,260 | $3,725+41.2% | $3,817+37.8% | $4,310+22.0% |
| Admin fee / account holder | $83 | $106-21.3% | $3,224-97.4% | $188-55.7% |