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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 LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANSISCO, CA 94101 | Contract Administrator | $14,032 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,276 | $79,013-88.3% | $100,391-90.8% | $74,495-87.5% |
| Participation rate | 92.2% | 79.5%+12.7pp | 81.5%+10.7pp | 67.2%+25.0pp |
| Annual return | 15.35% | 20.41%-5.1pp | 49.20%-33.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,197 | $3,021-27.3% | $3,942-44.3% | $2,623-16.2% |
| Participant deferral / active EE | $3,118 | $7,760-59.8% | $8,082-61.4% | $4,346-28.3% |
| Admin fee / account holder | $35 | $1,320-97.4% | $7,899-99.6% | $1,942-98.2% |