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 | $13,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$780 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,733 | $50,199-58.7% | $70,092-70.4% | $66,914-69.0% |
| Participation rate | 96.5% | 66.3%+30.1pp | 70.5%+26.0pp | 69.8%+26.7pp |
| Annual return | -15.60% | -13.85%-1.8pp | 190.73%-206.3pp | 1.58%-17.2pp |
| Employer contribution / active EE | $823 | $1,864-55.9% | $2,559-67.8% | $2,544-67.7% |
| Participant deferral / active EE | $1,251 | $3,112-59.8% | $3,849-67.5% | $4,237-70.5% |
| Admin fee / account holder | $76 | $600-87.3% | $6,267-98.8% | $593-87.1% |