Filed November 29, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $386,776 |
SAINT-GOBAIN CORPORATION10+ years Service code 14 · EIN 23-2615166 | Plan Administrator | $105,815 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $92,170 |
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 33-1498605 | Accounting | $72,864 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $39,583 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $23,329 |
Service code 16 · EIN 04-3638035 | Consulting | $8,873 |
Filed as: PRICEWATERHOUSECOOPERS LLC Service code 16 · EIN 13-4008324 | Consulting | $7,750 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $6,155 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,717 | $152,281+26.6% | $106,213+81.4% | $99,062+94.5% |
| Participation rate | 93.0% | 92.2%+0.7pp | 75.3%+17.7pp | 71.6%+21.4pp |
| Annual return | 21.88% | 15.00%+6.9pp | 116.14%-94.3pp | 17.66%+4.2pp |
| Employer contribution / active EE | $3,984 | $5,348-25.5% | $3,171+25.6% | $3,262+22.1% |
| Participant deferral / active EE | $11,327 | $8,206+38.0% | $5,016+125.8% | $5,331+112.5% |
| Admin fee / account holder | $114 | $77+47.1% | $11,033-99.0% | $109+4.6% |