See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $26,731 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,557 | $84,487-55.5% | $125,339-70.0% | $66,914-43.9% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -17.10% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,923 | $3,553-17.7% | $4,814-39.3% | $2,544+14.9% |
| Participant deferral / active EE | $4,695 | $6,781-30.8% | $7,446-36.9% | $4,237+10.8% |
| Admin fee / account holder | $111 | $685-83.9% | $10,010-98.9% | $593-81.4% |