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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $214,022 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,367 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $38,096 |
SAINT-GOBAIN CORPORATION2+ years Service code 35 · EIN 23-2615166 | Employee (plan sponsor); Direct payme... | $23,275 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $15,000 |
Service code 28 · EIN 04-3638035 | Investment Management | $10,995 |
THE BERWYN GROUP1 year Service code 15 · EIN 34-1672337 | Recordkeeping | $8,446 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $8,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,494 | $117,928-53.8% | $77,999-30.1% | $65,292-16.5% |
| Participation rate | 78.7% | 85.6%-6.9pp | 75.5%+3.2pp | 72.4%+6.3pp |
| Annual return | 5.44% | 11.37%-5.9pp | 425.96%-420.5pp | 11.84%-6.4pp |
| Employer contribution / active EE | $1,312 | $3,999-67.2% | $2,470-46.9% | $2,302-43.0% |
| Participant deferral / active EE | $2,534 | $5,945-57.4% | $3,497-27.5% | $3,579-29.2% |
| Admin fee / account holder | $43 | $66-35.3% | $5,480-99.2% | $57-25.4% |