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 9-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 LLC1+ years Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $6,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,207 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,980 | $48,277-73.1% | $63,517-79.6% | $55,191-76.5% |
| Participation rate | 73.8% | 69.4%+4.4pp | 71.0%+2.8pp | 69.2%+4.6pp |
| Annual return | -1.45% | 2.37%-3.8pp | -70.30%+68.9pp | 10.78%-12.2pp |
| Employer contribution / active EE | $417 | $1,592-73.8% | $2,322-82.0% | $1,899-78.0% |
| Participant deferral / active EE | $422 | $2,432-82.6% | $2,953-85.7% | $3,046-86.1% |
| Admin fee / account holder | $39 | $86-54.2% | $5,892-99.3% | $91-56.7% |