Filed June 11, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $94,847 |
HUMAN INTEREST ADVISOR LLC6+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $64,983 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,683 | $52,293+58.1% | $178,490-53.7% | $73,409+12.6% |
| Participation rate | 97.6% | 65.3%+32.3pp | 81.9%+15.7pp | 72.2%+25.4pp |
| Annual return | 16.21% | 34.75%-18.5pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,811 | $1,735+62.0% | $5,011-43.9% | $2,234+25.9% |
| Participant deferral / active EE | $5,421 | $2,332+132.5% | $5,202+4.2% | $3,805+42.5% |
| Admin fee / account holder | $137 | $127+7.5% | $13,984-99.0% | $158-13.3% |