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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 FRANSISCO, CA 94101 | Contract Administrator | $21,604 |
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 | $18,562 | $108,719-82.9% | $101,326-81.7% | $85,563-78.3% |
| Participation rate | 86.5% | 80.9%+5.6pp | 81.5%+5.0pp | 66.0%+20.5pp |
| Annual return | 22.59% | 20.95%+1.6pp | 36.82%-14.2pp | 31.51%-8.9pp |
| Employer contribution / active EE | $2,095 | $3,114-32.7% | $3,665-42.8% | $2,654-21.1% |
| Participant deferral / active EE | $3,173 | $8,545-62.9% | $7,994-60.3% | $4,375-27.5% |
| Admin fee / account holder | $74 | $685-89.2% | $11,185-99.3% | $834-91.1% |