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 | $100,249 |
HUMAN INTEREST ADVISOR LLC8+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $64,974 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,249 | $46,292+69.0% | $143,757-45.6% | $64,808+20.7% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -16.00% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,334 | $1,910+74.6% | $4,951-32.7% | $2,506+33.1% |
| Participant deferral / active EE | $6,989 | $2,646+164.2% | $5,637+24.0% | $4,310+62.1% |
| Admin fee / account holder | $144 | $154-6.5% | $14,673-99.0% | $188-23.4% |