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 MANAGEMENT8+ years Filed as: SAVANT INVESTMENT GROUP, LLC Service code 27 · EIN 27-2263282 | Advisory (Plan) | $33,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,414 | $91,538+105.8% | $129,995+44.9% | $75,163+150.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.90% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $12,258 | $2,845+330.8% | $4,320+183.8% | $2,670+359.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $284 | $6,790-95.8% | $10,614-97.3% | $5,651-95.0% |