Filed October 21, 2016
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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3+ years Service code 27 · EIN 36-3859937 7202 ARGUS DRIVE · ROCKFORD, IL 61107 | Advisory (Plan) | $137,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,040 | $46,173+114.5% | $170,442-41.9% | $69,631+42.2% |
| Participation rate | 94.5% | 63.9%+30.6pp | 83.6%+10.9pp | 70.7%+23.8pp |
| Annual return | 18.45% | 21.62%-3.2pp | 205.93%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $6,164 | $1,610+282.9% | $5,433+13.5% | $2,032+203.3% |
| Participant deferral / active EE | $4,891 | $2,080+135.1% | $4,939-1.0% | $3,224+51.7% |
| Admin fee / account holder | $344 | $116+196.9% | $13,880-97.5% | $110+211.8% |