Filed May 29, 2015 (most recent of 6 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 Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $37,344 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,695 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $7 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,558 | $79,523-1.2% | $140,016-43.9% | $56,287+39.6% |
| Participation rate | 98.6% | 85.7%+12.9pp | 87.5%+11.1pp | 69.9%+28.7pp |
| Annual return | -5.63% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,127 | $3,350-6.7% | $5,606-44.2% | $2,111+48.1% |
| Participant deferral / active EE | $4,881 | $5,129-4.8% | $6,927-29.5% | $3,350+45.7% |
| Admin fee / account holder | $328 | $614-46.6% | $10,705-96.9% | $521-37.0% |