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 MANAGEMENT3+ years Filed as: SAVANT INVESTMENT GROUP, LLC Service code 27 · EIN 27-2263282 | Advisory (Plan) | $18,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,830 | $72,404+36.5% | $110,238-10.3% | $64,186+54.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.77% | -6.29%+11.1pp | 314.74%-310.0pp | 7.63%-2.9pp |
| Employer contribution / active EE | $8,404 | $2,282+268.4% | $3,826+119.6% | $2,381+253.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $136 | $5,664-97.6% | $8,547-98.4% | $4,888-97.2% |