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 MANAGEMENT7+ years Filed as: SAVANT INVESTMENT GROUP, LLC Service code 27 · EIN 27-2263282 | Advisory (Plan) | $32,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,677 | $81,900+92.5% | $119,609+31.8% | $68,494+130.2% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | 20.10% | -23.82%+43.9pp | -14.97%+35.1pp | -7.84%+27.9pp |
| Employer contribution / active EE | $11,798 | $2,693+338.0% | $4,232+178.8% | $2,596+354.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $268 | $6,582-95.9% | $10,323-97.4% | $5,403-95.0% |