Filed October 15, 2001 (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: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,075 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 09907 | Advisory (Plan) | $17,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,009 |
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 | $63,375 | $59,186+7.1% | $76,768-17.4% | $56,287+12.6% |
| Participation rate | 98.1% | 75.2%+22.8pp | 77.0%+21.1pp | 69.9%+28.2pp |
| Annual return | -4.69% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,071 | $1,759+74.6% | $2,485+23.6% | $2,111+45.5% |
| Participant deferral / active EE | $6,267 | $3,255+92.5% | $3,852+62.7% | $3,350+87.1% |
| Admin fee / account holder | $71 | $489-85.4% | $6,675-98.9% | $521-86.3% |