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 BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $29,445 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,935 | $107,378-42.3% | $108,579-43.0% | $57,658+7.4% |
| Participation rate | 69.3% | 77.1%-7.8pp | 79.6%-10.3pp | 70.2%-1.0pp |
| Annual return | 5.84% | 12.80%-7.0pp | -51.70%+57.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $4,556 | $1,782+155.7% | $3,758+21.2% | $1,974+130.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $54 | $108-50.5% | $7,645-99.3% | $95-43.2% |