See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC4+ years Filed as: FOREST CAPITAL MANAGEMENT. Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $41,417 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,288 | $91,407-34.0% | $135,903-55.6% | $71,457-15.6% |
| Participation rate | 88.4% | 75.7%+12.8pp | 81.9%+6.5pp | 67.9%+20.5pp |
| Annual return | 19.81% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $8,265 | $3,703+123.2% | $4,856+70.2% | $2,588+219.4% |
| Participant deferral / active EE | $17,168 | $7,092+142.1% | $7,758+121.3% | $4,289+300.3% |
| Admin fee / account holder | $142 | $1,266-88.8% | $10,762-98.7% | $1,587-91.0% |