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 |
|---|---|---|
LATEEF MANAGEMENT ASSOCIATES2+ years Filed as: LATEEF MANAGEMENT ASSOC. Service code 27 · EIN 94-6330378 300 DRAKES LANDING RD. STE. 100 · GREENBRAE, CA 94904 | Advisory (Plan) | $285,119 |
BENSON & NEFF2+ years Service code 10 · EIN 94-2973071 1 POST STREET · SAN FRANCISCO, CA 94104 | Accounting | $11,821 |
PRIMARK BENEFITS2+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $8,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,304 | $74,024+89.5% | $77,999+79.9% | $57,658+143.3% |
| Participation rate | 88.0% | 79.7%+8.3pp | 75.5%+12.5pp | 70.2%+17.8pp |
| Annual return | 0.83% | 12.14%-11.3pp | 425.96%-425.1pp | 5.13%-4.3pp |
| Employer contribution / active EE | $831 | $2,365-64.9% | $2,470-66.4% | $1,974-57.9% |
| Participant deferral / active EE | $5,753 | $3,533+62.8% | $3,497+64.5% | $3,061+88.0% |
| Admin fee / account holder | $1,002 | $93+975.6% | $5,480-81.7% | $95+960.4% |