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 |
|---|---|---|
Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $11,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,088 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,407 | $50,666-65.6% | $76,817-77.3% | $65,185-73.3% |
| Participation rate | 99.6% | 68.8%+30.8pp | 72.1%+27.5pp | 70.2%+29.4pp |
| Annual return | 18.22% | 28.51%-10.3pp | 1166.11%-1147.9pp | 29.38%-11.2pp |
| Employer contribution / active EE | $756 | $1,575-52.0% | $2,302-67.1% | $2,177-65.3% |
| Participant deferral / active EE | $967 | $2,647-63.5% | $3,336-71.0% | $3,514-72.5% |
| Admin fee / account holder | $49 | $463-89.4% | $6,420-99.2% | $847-94.2% |