Filed June 11, 2019 (most recent of 2 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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $20,048 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $18,901 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,330 |
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 | $33,535 | $35,366-5.2% | $90,645-63.0% | $75,289-55.5% |
| Participation rate | 91.6% | 57.3%+34.3pp | 74.0%+17.6pp | 72.4%+19.2pp |
| Annual return | 22.38% | -2.19%+24.6pp | 1.88%+20.5pp | -0.04%+22.4pp |
| Employer contribution / active EE | $1,558 | $916+70.1% | $2,532-38.5% | $2,405-35.2% |
| Participant deferral / active EE | $2,303 | $1,998+15.2% | $3,425-32.8% | $3,739-38.4% |
| Admin fee / account holder | $25 | $59-57.6% | $4,994-99.5% | $102-75.5% |