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 | $22,368 |
TIAA7 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $8,759 |
Service code 28 · EIN 04-2647786 | Investment Management | $153 |
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 | $77,540 | $52,406+48.0% | $129,207-40.0% | $74,495+4.1% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 14.69% | 15.66%-1.0pp | 9417.33%-9402.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,661 | $2,794-4.8% | $4,168-36.1% | $4,346-38.8% |
| Admin fee / account holder | $259 | $2,633-90.2% | $7,715-96.6% | $1,942-86.7% |