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 | $19,014 |
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $5,446 |
Service code 19 · EIN 04-2647786 | Securities Custodian | $318 |
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 | $53,800 | $53,901-0.2% | $134,143-59.9% | $73,488-26.8% |
| Participation rate | 24.3% | 62.8%-38.5pp | 72.2%-47.8pp | 70.7%-46.3pp |
| Annual return | 4.38% | 15.82%-11.4pp | 36.33%-32.0pp | 28.51%-24.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,485 | $2,739-45.8% | $3,499-57.5% | $3,740-60.3% |
| Admin fee / account holder | $171 | $581-70.6% | $6,684-97.4% | $513-66.7% |