See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 1 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $71,751 |
SECURITY FINANCIAL RESOURCES4+ years Service code 15 · EIN 48-1236469 | Recordkeeping | $68,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $53,807 | $39,898+34.9% | $121,196-55.6% | $55,725-3.4% |
| Participation rate | 50.2% | 61.2%-11.0pp | 71.7%-21.5pp | 70.9%-20.6pp |
| Annual return | -7.12% | -0.96%-6.2pp | 16.93%-24.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $2,139 | $1,295+65.2% | $4,022-46.8% | $2,078+2.9% |
| Participant deferral / active EE | $3,942 | $2,439+61.6% | $3,344+17.9% | $3,356+17.5% |
| Admin fee / account holder | $368 | $95+286.5% | $5,019-92.7% | $115+219.1% |