Filed October 18, 2004
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: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 58-2592093 | Advisory (Participants) | $48,593 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Direct payment fr... | $6,583 |
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 | $153,551 | $93,571+64.1% | $135,903+13.0% | $75,163+104.3% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 16.03% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,071 | $3,537+15.1% | $4,856-16.2% | $2,670+52.5% |
| Participant deferral / active EE | $7,772 | $6,404+21.4% | $7,758+0.2% | $4,125+88.4% |
| Admin fee / account holder | $580 | $6,975-91.7% | $10,762-94.6% | $5,651-89.7% |