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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 | $138,027 |
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 | $57,138 | $89,436-36.1% | $164,813-65.3% | $77,643-26.4% |
| Participation rate | 77.9% | 78.6%-0.8pp | 78.6%-0.7pp | 70.6%+7.3pp |
| Annual return | 21.85% | 28.83%-7.0pp | 69.93%-48.1pp | 31.24%-9.4pp |
| Employer contribution / active EE | $15 | $2,569-99.4% | $4,341-99.7% | $2,726-99.4% |
| Participant deferral / active EE | $12,537 | $4,897+156.0% | $6,031+107.9% | $4,647+169.8% |
| Admin fee / account holder | $241 | $339-29.0% | $12,690-98.1% | $430-44.0% |