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 MANAGEMENT7+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $26,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,013 | $59,159-42.5% | $159,960-78.7% | $66,914-49.2% |
| Participation rate | 46.6% | 68.1%-21.6pp | 78.0%-31.4pp | 69.8%-23.3pp |
| Annual return | -11.63% | -12.26%+0.6pp | 408.60%-420.2pp | 1.58%-13.2pp |
| Employer contribution / active EE | $512 | $1,983-74.2% | $4,226-87.9% | $2,544-79.9% |
| Participant deferral / active EE | $1,852 | $4,395-57.9% | $6,182-70.0% | $4,237-56.3% |
| Admin fee / account holder | $246 | $591-58.4% | $8,698-97.2% | $593-58.6% |