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 OPS Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $31,500 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,420 |
SB & COMPANY, LLC1 year Service code 10 200 INTERNATIONAL CIRCLE · HUNT VALLEY, MD 21030 | Accounting | $22,000 |
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 | $141,281 | $51,620+173.7% | $90,281+56.5% | $65,185+116.7% |
| Participation rate | 95.1% | 68.6%+26.4pp | 73.3%+21.8pp | 70.2%+24.9pp |
| Annual return | 21.28% | 24.94%-3.7pp | 78.10%-56.8pp | 29.38%-8.1pp |
| Employer contribution / active EE | $14,330 | $2,235+541.3% | $2,854+402.0% | $2,177+558.4% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $171 | $384-55.6% | $5,351-96.8% | $847-79.9% |