Filed September 5, 2012
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 INVESTMENT GROUP, LLC Service code 27 · EIN 27-2263282 | Advisory (Plan) | $16,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,321 | $78,705+23.7% | $117,854-17.4% | $70,131+38.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.98% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $12,727 | $2,223+472.4% | $3,786+236.2% | $2,342+443.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $129 | $5,065-97.4% | $8,020-98.4% | $4,645-97.2% |