See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST ADVISORS Service code 13 · EIN 47-4307706 300 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,583 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,594 | $99,957-80.4% | $149,696-86.9% | $73,488-73.3% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | 30.30% | 53.87%-23.6pp | 276.60%-246.3pp | 28.51%+1.8pp |
| Employer contribution / active EE | $3,321 | $3,191+4.1% | $4,644-28.5% | $2,270+46.3% |
| Participant deferral / active EE | $5,363 | $6,073-11.7% | $6,842-21.6% | $3,740+43.4% |
| Admin fee / account holder | $96 | $551-82.6% | $9,309-99.0% | $513-81.4% |