Filed April 8, 1996
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 9-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: SEAPORT GROUP - MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $45,066 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,919 | $62,267-21.4% | $110,238-55.6% | $55,725-12.2% |
| Participation rate | 61.6% | 78.1%-16.5pp | 79.8%-18.2pp | 70.9%-9.3pp |
| Annual return | -3.53% | -1.07%-2.5pp | 314.74%-318.3pp | 244.93%-248.5pp |
| Employer contribution / active EE | $676 | $1,941-65.2% | $3,826-82.3% | $2,078-67.5% |
| Participant deferral / active EE | $2,095 | $3,516-40.4% | $4,672-55.2% | $3,356-37.6% |
| Admin fee / account holder | $108 | $121-10.7% | $8,547-98.7% | $115-6.3% |