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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.
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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 LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $19,302 |
JAMIE BLACKMORE1 year Filed as: JAMIE FRANKEL Service code 27 · EIN 61-1758632 24 E COTA STREET SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,872 | $77,503-30.5% | $100,391-46.3% | $80,856-33.4% |
| Participation rate | 96.7% | 76.9%+19.7pp | 81.5%+15.2pp | 67.6%+29.0pp |
| Annual return | 20.42% | 37.20%-16.8pp | 49.20%-28.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,902 | $6,820+103.8% | $8,082+72.0% | $4,296+223.6% |
| Admin fee / account holder | $283 | $5,897-95.2% | $7,899-96.4% | $6,918-95.9% |