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 7-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 |
|---|---|---|
HUMAN INTEREST ADVISOR LLC4 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $16,453 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 24 E COTA STREET SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,026 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,060 | $80,673-4.5% | $101,326-23.9% | $84,808-9.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.19% | 38.95%-20.8pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,291 | $6,840+108.9% | $7,994+78.8% | $4,212+239.3% |
| Admin fee / account holder | $336 | $12,784-97.4% | $11,185-97.0% | $7,344-95.4% |