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 | $118,964 |
HUMAN INTEREST ADVISOR LLC7+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $64,967 |
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 | $91,324 | $56,485+61.7% | $185,823-50.9% | $86,799+5.2% |
| Participation rate | 98.0% | 65.5%+32.6pp | 81.7%+16.3pp | 72.3%+25.8pp |
| Annual return | 14.20% | 118.04%-103.8pp | 122.05%-107.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,048 | $1,843+65.4% | $5,167-41.0% | $2,405+26.7% |
| Participant deferral / active EE | $6,212 | $2,553+143.3% | $5,568+11.6% | $4,131+50.4% |
| Admin fee / account holder | $154 | $150+2.8% | $16,237-99.1% | $170-9.3% |