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 OPS Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $70,752 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,721 |
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 | $44,439 | $48,116-7.6% | $99,443-55.3% | $77,787-42.9% |
| Participation rate | 91.8% | 60.0%+31.9pp | 73.8%+18.0pp | 73.2%+18.6pp |
| Annual return | 25.70% | 23.23%+2.5pp | 30.72%-5.0pp | 32.57%-6.9pp |
| Employer contribution / active EE | $2,906 | $1,057+174.9% | $2,540+14.4% | $2,504+16.0% |
| Participant deferral / active EE | $3,557 | $2,238+59.0% | $3,619-1.7% | $3,967-10.3% |
| Admin fee / account holder | $50 | $87-42.7% | $6,250-99.2% | $100-50.0% |