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 |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,475 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $42,000 |
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 | $161,136 | $66,124+143.7% | $90,404+78.2% | $73,488+119.3% |
| Participation rate | 91.2% | 69.7%+21.5pp | 72.7%+18.5pp | 70.7%+20.5pp |
| Annual return | 15.37% | 17.65%-2.3pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $15,153 | $2,346+545.8% | $3,262+364.5% | $2,270+567.5% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $199 | $396-49.7% | $5,611-96.4% | $513-61.2% |