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 | $76,641 |
FOREST CAPITAL MANAGEMENT LLC9+ years Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $58,916 |
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 | $33,096 | $73,034-54.7% | $77,163-57.1% | $80,160-58.7% |
| Participation rate | 92.6% | 78.1%+14.5pp | 69.6%+23.0pp | 72.9%+19.7pp |
| Annual return | 35.41% | 18.56%+16.9pp | 37.87%-2.5pp | 40.38%-5.0pp |
| Employer contribution / active EE | $968 | $2,779-65.2% | $2,535-61.8% | $2,978-67.5% |
| Participant deferral / active EE | $2,822 | $4,140-31.8% | $3,833-26.4% | $5,017-43.8% |
| Admin fee / account holder | $99 | $104-4.7% | $5,472-98.2% | $145-31.8% |