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 10-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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT4 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $60,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,596 | $84,936-1.6% | $111,297-24.9% | $79,386+5.3% |
| Participation rate | 76.8% | 75.9%+0.9pp | 77.3%-0.5pp | 70.7%+6.1pp |
| Annual return | 14.55% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,069 | $1,979-46.0% | $2,731-60.8% | $2,427-56.0% |
| Participant deferral / active EE | $2,702 | $3,888-30.5% | $4,487-39.8% | $4,046-33.2% |
| Admin fee / account holder | $445 | $537-17.1% | $7,964-94.4% | $626-28.9% |