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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $269,977 |
SAINT-GOBAIN CORPORATION5+ years Service code 35 · EIN 23-2615166 | Employee (plan sponsor); Direct payme... | $225,395 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $97,141 |
Service code 16 · EIN 04-3638035 | Consulting | $43,506 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $25,969 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $22,100 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $20,350 |
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 | $170,804 | $156,529+9.1% | $93,606+82.5% | $82,204+107.8% |
| Participation rate | 93.2% | 86.5%+6.6pp | 75.8%+17.3pp | 73.4%+19.8pp |
| Annual return | 22.34% | 20.36%+2.0pp | 32.76%-10.4pp | 26.31%-4.0pp |
| Employer contribution / active EE | $3,155 | $4,800-34.3% | $2,718+16.1% | $2,707+16.5% |
| Participant deferral / active EE | $8,996 | $6,674+34.8% | $4,069+121.1% | $4,246+111.9% |
| Admin fee / account holder | $85 | $65+30.7% | $7,888-98.9% | $76+11.9% |