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 | $74,784 |
HUMAN INTEREST ADVISOR LLC9+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $64,975 |
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 | $88,480 | $47,126+87.8% | $149,673-40.9% | $74,419+18.9% |
| Participation rate | 94.1% | 63.4%+30.7pp | 78.8%+15.3pp | 70.7%+23.4pp |
| Annual return | 17.37% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,323 | $1,905+74.4% | $4,818-31.0% | $2,637+26.0% |
| Participant deferral / active EE | $6,704 | $2,728+145.8% | $5,680+18.0% | $4,528+48.1% |
| Admin fee / account holder | $122 | $343-64.4% | $13,210-99.1% | $348-64.9% |