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 BARNEY4+ years Filed as: SEAPORT GROUP - MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $44,811 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,000 |
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 | $63,399 | $69,159-8.3% | $125,175-49.4% | $67,579-6.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 79.8%+0.3pp | 71.3%+8.8pp |
| Annual return | 25.56% | 27.12%-1.6pp | 43.79%-18.2pp | 378.56%-353.0pp |
| Employer contribution / active EE | $835 | $2,023-58.7% | $3,865-78.4% | $2,148-61.1% |
| Participant deferral / active EE | $2,509 | $3,700-32.2% | $4,937-49.2% | $3,539-29.1% |
| Admin fee / account holder | $101 | $142-28.5% | $9,702-99.0% | $142-28.8% |