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 |
|---|---|---|
SAINT-GOBAIN CORPORATION1+ years Service code 35 · EIN 23-2615166 | Employee (plan sponsor); Direct payme... | $345,567 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $113,231 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $57,069 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,959 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $20,338 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $9,106 |
Filed as: FIDELITY INVESTMENTS INSTITUITONAL Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,816 | $120,005+18.2% | $68,509+107.0% | $67,505+110.1% |
| Participation rate | 72.3% | 87.9%-15.6pp | 74.7%-2.4pp | 71.2%+1.1pp |
| Annual return | 1.32% | 2.25%-0.9pp | 8.27%-7.0pp | 6.52%-5.2pp |
| Employer contribution / active EE | $2,352 | $4,267-44.9% | $2,278+3.3% | $2,173+8.3% |
| Participant deferral / active EE | $6,170 | $6,452-4.4% | $3,382+82.4% | $3,597+71.5% |
| Admin fee / account holder | $75 | $71+5.0% | $5,275-98.6% | $56+33.3% |