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 MANAGEMENT4+ years Filed as: SAVANT INVESTMENT GROUP, LLC Service code 27 · EIN 27-2263282 | Advisory (Plan) | $18,814 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,923 | $83,477+20.9% | $125,175-19.4% | $72,985+38.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -3.07% | 25.78%-28.9pp | 43.79%-46.9pp | 81.00%-84.1pp |
| Employer contribution / active EE | $10,777 | $2,345+359.5% | $3,865+178.8% | $2,440+341.7% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $142 | $5,517-97.4% | $9,702-98.5% | $5,124-97.2% |