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 | $18,691 |
TIAA6 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $7,256 |
Service code 28 · EIN 04-2647786 | Investment Management | $252 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,679 | $48,335+40.0% | $121,098-44.1% | $71,457-5.3% |
| Participation rate | 23.7% | 54.3%-30.5pp | 69.5%-45.8pp | 67.9%-44.2pp |
| Annual return | 12.48% | 23.32%-10.8pp | 985.75%-973.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,745 | $2,754-36.6% | $4,080-57.2% | $4,289-59.3% |
| Admin fee / account holder | $220 | $1,841-88.0% | $5,644-96.1% | $1,587-86.1% |