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 BARNEY2 years Filed as: MORGAN STANLEY - SEAPORT GROUP Service code 26 · EIN 26-4310632 | Advisory (Participants) | $28,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,423 | $77,813-12.1% | $123,544-44.6% | $64,186+6.6% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -6.92% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,154 | $3,014+4.7% | $4,628-31.8% | $2,381+32.5% |
| Participant deferral / active EE | $9,036 | $5,240+72.5% | $6,426+40.6% | $3,470+160.5% |
| Admin fee / account holder | $375 | $5,519-93.2% | $9,284-96.0% | $4,888-92.3% |