Filed December 22, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS, INC Service code 28 · EIN 58-2608124 649 S MILLEDGE AVE STE 8 · ATHENS, GA 306051259 | Investment Management | $9,156 |
SAVANT CAPITAL MANAGEMENT2 years Service code 28 · EIN 45-3812777 8401 GREENWAY BLVD STE 212 · MIDDLETON, WI 53562 | Investment Management | $5,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,162 | $68,330+5.6% | $149,673-51.8% | $96,393-25.1% |
| Participation rate | 89.2% | 74.6%+14.6pp | 78.8%+10.5pp | 71.3%+18.0pp |
| Annual return | 17.77% | 29.64%-11.9pp | 134.42%-116.6pp | 22.88%-5.1pp |
| Employer contribution / active EE | $3,267 | $2,139+52.7% | $4,818-32.2% | $3,238+0.9% |
| Participant deferral / active EE | $4,638 | $4,422+4.9% | $5,680-18.4% | $5,455-15.0% |
| Admin fee / account holder | $29 | $52-43.6% | $13,210-99.8% | $74-60.3% |