Filed December 23, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 MANAGEMENT5+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $167,608 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $12,083 |
STROHM BALLWEG LLP4+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $9,750 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $8,796 |
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 | $224,516 | $63,114+255.7% | $92,893+141.7% | $65,185+244.4% |
| Participation rate | 97.3% | 68.8%+28.5pp | 76.0%+21.3pp | 70.2%+27.1pp |
| Annual return | 20.89% | 28.75%-7.9pp | 109.41%-88.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $5,399 | $2,571+110.0% | $3,653+47.8% | $2,177+148.0% |
| Participant deferral / active EE | $8,338 | $3,108+168.3% | $4,236+96.8% | $3,514+137.3% |
| Admin fee / account holder | $918 | $624+47.2% | $5,794-84.2% | $847+8.3% |