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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,585 |
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INTEREST ADVISORS LLC Service code 15 · EIN 47-4307706 655 MONTGOMERY STREET · SAN FRANCISCO, CA 94111 | Recordkeeping | $19,856 |
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 | $19,361 | $46,292-58.2% | $143,757-86.5% | $64,808-70.1% |
| Participation rate | 90.5% | 64.2%+26.3pp | 80.3%+10.2pp | 71.5%+19.0pp |
| Annual return | 13.04% | -10.05%+23.1pp | -0.04%+13.1pp | 32.82%-19.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,842 | $2,646+234.2% | $5,637+56.8% | $4,310+105.1% |
| Admin fee / account holder | $66 | $154-57.1% | $14,673-99.6% | $188-64.9% |