Filed January 5, 2018 (most recent of 2 filings on file)
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 CAPITAL MANAGEMENT Service code 28 · EIN 46-5576228 | Investment Management | $13,588 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $2,898 |
Service code 19 · EIN 04-2647786 | Securities Custodian | $293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,549 | $161,470-68.1% | $121,196-57.5% | - |
| Participation rate | 20.9% | 52.1%-31.2pp | 71.7%-50.9pp | - |
| Annual return | 11.72% | -4.08%+15.8pp | 16.93%-5.2pp | - |
| Employer contribution / active EE | $0 | $1,032-100.0% | $4,022-100.0% | - |
| Participant deferral / active EE | $1,439 | $1,577-8.7% | $3,344-57.0% | - |
| Admin fee / account holder | $117 | $10,656-98.9% | $5,019-97.7% | - |