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 | $19,793 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $4,704 |
Service code 19 · EIN 04-2647786 | Securities Custodian | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,522 | $47,648+8.1% | $130,648-60.6% | $67,579-23.8% |
| Participation rate | 18.5% | 60.4%-41.9pp | 71.7%-53.3pp | 71.3%-52.8pp |
| Annual return | 4.95% | 25.73%-20.8pp | 1708.96%-1704.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,117 | $2,616-57.3% | $3,603-69.0% | $3,539-68.4% |
| Admin fee / account holder | $170 | $105+61.9% | $5,464-96.9% | $142+19.5% |