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 | $19,362 |
TIAA5 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $7,517 |
Service code 28 · EIN 04-2647786 | Investment Management | $264 |
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 | $59,993 | $45,602+31.6% | $117,472-48.9% | $66,914-10.3% |
| Participation rate | 30.8% | 57.6%-26.8pp | 70.6%-39.8pp | 69.8%-39.0pp |
| Annual return | -12.44% | -16.74%+4.3pp | 29.74%-42.2pp | 1.58%-14.0pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,089 | $2,845-26.6% | $4,070-48.7% | $4,237-50.7% |
| Admin fee / account holder | $247 | $661-62.6% | $5,645-95.6% | $593-58.4% |