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 |
|---|---|---|
Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $29,202 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,650 |
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 | $66,597 | $71,666-7.1% | $117,854-43.5% | $69,631-4.4% |
| Participation rate | 72.8% | 77.5%-4.8pp | 79.7%-6.9pp | 70.7%+2.1pp |
| Annual return | 15.32% | 18.86%-3.5pp | 335.08%-319.8pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $4,844 | $1,889+156.4% | $3,786+27.9% | $2,032+138.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $55 | $120-54.3% | $8,020-99.3% | $110-50.2% |