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 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $49,461 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,815 |
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 | $91,681 | $107,378-14.6% | $108,579-15.6% | $57,658+59.0% |
| Participation rate | 85.2% | 77.1%+8.1pp | 79.6%+5.6pp | 70.2%+15.0pp |
| Annual return | 7.46% | 12.80%-5.3pp | -51.70%+59.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,787 | $1,782+0.3% | $3,758-52.5% | $1,974-9.5% |
| Participant deferral / active EE | $5,722 | $3,221+77.7% | $4,311+32.7% | $3,061+87.0% |
| Admin fee / account holder | $79 | $108-27.5% | $7,645-99.0% | $95-16.7% |