Filed October 16, 2009
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 37 · EIN 04-2647786 | Loan Processing | $103,303 |
FOREST CAPITAL MANAGEMENT LLC7+ years Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $91,904 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,340 | $66,528-30.3% | $86,874-46.7% | $86,799-46.6% |
| Participation rate | 83.8% | 72.4%+11.5pp | 71.6%+12.2pp | 72.3%+11.5pp |
| Annual return | 12.51% | 19.56%-7.0pp | 63.52%-51.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,212 | $2,007-39.6% | $2,495-51.4% | $2,405-49.6% |
| Participant deferral / active EE | $3,765 | $3,240+16.2% | $3,699+1.8% | $4,131-8.9% |
| Admin fee / account holder | $229 | $148+54.8% | $5,828-96.1% | $170+35.2% |