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 | $21,119 |
TIAA4 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,983 |
Service code 28 · EIN 04-2647786 | Investment Management | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,672 | $61,052+23.9% | $142,863-47.0% | $79,386-4.7% |
| Participation rate | 42.2% | 60.1%-17.9pp | 71.9%-29.7pp | 70.7%-28.5pp |
| Annual return | 27.54% | 16.02%+11.5pp | 5637.54%-5610.0pp | 116.85%-89.3pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,862 | $2,879-0.6% | $3,837-25.4% | $4,046-29.3% |
| Admin fee / account holder | $233 | $659-64.7% | $6,560-96.5% | $626-62.9% |