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 |
|---|---|---|
CHAPMAN, HEXT & CO. P.C.1 year Filed as: CHAPMAN INVETMENT MANAGEMENT LLC Service code 27 9 FRANCISCO VISTA COURT · TIBURON, CA 94920 | Advisory (Plan) | $175,600 |
Filed as: LATEEF MANAGEMENT ASSOC Service code 27 · EIN 94-6330378 300 DRAKES LANDING RD. STE. 100 · GREENBRAE, CA 94904 | Advisory (Plan) | $73,995 |
NAVOLIO & TALLMAN LLP1 year Service code 10 · EIN 26-1367143 201 MISSION STREET, STE. 650 · SAN FRANCISCO, CA 94105 | Accounting | $12,000 |
PRIMARK BENEFITS3+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $9,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,902 | $75,284+120.4% | $91,001+82.3% | $69,631+138.3% |
| Participation rate | 87.3% | 80.4%+6.9pp | 75.6%+11.7pp | 70.7%+16.6pp |
| Annual return | 21.92% | 48.40%-26.5pp | 4.60%+17.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $1,035 | $2,473-58.1% | $2,456-57.8% | $2,032-49.1% |
| Participant deferral / active EE | $5,672 | $3,700+53.3% | $3,547+59.9% | $3,224+76.0% |
| Admin fee / account holder | $866 | $111+682.8% | $5,417-84.0% | $110+683.7% |