Filed January 27, 2006
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 7-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $14,574 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Advisory (Plan) | $14,489 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,048 |
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 | $58,407 | $57,096+2.3% | $94,224-38.0% | $55,191+5.8% |
| Participation rate | 79.7% | 75.7%+4.1pp | 78.8%+1.0pp | 69.2%+10.6pp |
| Annual return | 0.54% | 159.65%-159.1pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,006 | $1,708+193.1% | $3,587+39.6% | $1,899+163.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $52 | $89-41.2% | $6,269-99.2% | $91-42.2% |