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 |
|---|---|---|
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% |