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 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 MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 58-2592093 | Advisory (Participants) | $48,076 |
Service code 10 · EIN 63-0191630 | Accounting | $12,000 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $6,534 |
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 | $169,294 | $101,317+67.1% | $146,958+15.2% | $74,495+127.3% |
| Participation rate | 91.0% | 75.5%+15.5pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 24.36% | 8730.91%-8706.6pp | 418.34%-394.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $3,560 | $3,810-6.6% | $4,933-27.8% | $2,623+35.7% |
| Participant deferral / active EE | $7,331 | $7,303+0.4% | $8,070-9.2% | $4,346+68.7% |
| Admin fee / account holder | $497 | $1,739-71.4% | $12,998-96.2% | $1,942-74.4% |