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 7-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 LLC3+ years Service code 16 · EIN 46-5576228 | Consulting | $73,682 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,994 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,207 | $100,801-34.3% | $149,696-55.8% | $73,409-9.8% |
| Participation rate | 79.0% | 77.7%+1.3pp | 82.5%-3.5pp | 72.2%+6.8pp |
| Annual return | 24.04% | 265.34%-241.3pp | 276.60%-252.6pp | 59.29%-35.3pp |
| Employer contribution / active EE | $1,670 | $3,312-49.6% | $4,644-64.0% | $2,234-25.2% |
| Participant deferral / active EE | $8,350 | $6,404+30.4% | $6,842+22.0% | $3,805+119.4% |
| Admin fee / account holder | $282 | $181+56.0% | $9,309-97.0% | $158+78.6% |