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 |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC8+ years Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $84,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,762 |
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 | $33,980 | $61,756-45.0% | $70,092-51.5% | $77,904-56.4% |
| Participation rate | 75.5% | 79.9%-4.4pp | 70.5%+5.0pp | 73.7%+1.8pp |
| Annual return | -15.48% | -11.86%-3.6pp | 190.73%-206.2pp | 12.21%-27.7pp |
| Employer contribution / active EE | $907 | $2,706-66.5% | $2,559-64.5% | $2,848-68.1% |
| Participant deferral / active EE | $2,815 | $3,977-29.2% | $3,849-26.9% | $4,806-41.4% |
| Admin fee / account holder | $183 | $101+80.6% | $6,267-97.1% | $133+38.1% |