Filed March 23, 2001
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $17,816 |
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $16,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,396 | $98,982-33.9% | $162,163-59.7% | $65,185+0.3% |
| Participation rate | 77.7% | 85.8%-8.1pp | 87.6%-9.9pp | 70.2%+7.5pp |
| Annual return | 23.10% | 24.84%-1.7pp | 115.59%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,283 | $5,384-39.0% | $7,298-55.0% | $3,514-6.6% |
| Admin fee / account holder | $396 | $596-33.7% | $10,843-96.4% | $847-53.3% |