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 CORPORATION4+ years Service code 35 · EIN 23-2615166 | Direct payment from the plan; Employe... | $219,659 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $199,106 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $102,838 |
Service code 16 · EIN 04-3638035 | Consulting | $42,525 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $20,350 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $14,858 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $10,399 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $7,100 |
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 | $133,996 | $106,649+25.6% | $80,019+67.5% | $68,904+94.5% |
| Participation rate | 92.5% | 88.1%+4.3pp | 75.8%+16.6pp | 74.1%+18.3pp |
| Annual return | -3.02% | -0.87%-2.2pp | 11.22%-14.2pp | 1.07%-4.1pp |
| Employer contribution / active EE | $3,204 | $4,132-22.5% | $2,468+29.8% | $2,540+26.1% |
| Participant deferral / active EE | $8,559 | $6,395+33.8% | $3,686+132.2% | $4,015+113.1% |
| Admin fee / account holder | $67 | $58+15.7% | $6,521-99.0% | $71-5.8% |