Filed April 20, 2006 (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) | $10,500 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $430 |
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 | $125,053 | $44,873+178.7% | $79,464+57.4% | $56,287+122.2% |
| Participation rate | 93.9% | 68.7%+25.2pp | 73.3%+20.6pp | 69.9%+24.1pp |
| Annual return | -4.73% | 0.81%-5.5pp | 718.14%-722.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $14,133 | $2,140+560.5% | $2,800+404.7% | $2,111+569.5% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $32 | $418-92.3% | $5,113-99.4% | $521-93.8% |