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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $168,033 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $61,262 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $20,253 |
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 | $46,785 | $48,406-3.4% | $104,607-55.3% | $90,288-48.2% |
| Participation rate | 94.2% | 64.3%+29.9pp | 74.1%+20.1pp | 73.4%+20.8pp |
| Annual return | 17.86% | 18.72%-0.9pp | 340.46%-322.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $1,831 | $1,115+64.3% | $2,681-31.7% | $2,524-27.4% |
| Participant deferral / active EE | $3,533 | $2,436+45.0% | $3,740-5.5% | $4,232-16.5% |
| Admin fee / account holder | $98 | $76+29.3% | $6,473-98.5% | $114-14.0% |