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 9-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 |
|---|---|---|
BEAIRD HARRIS1 year Service code 26 12221 MERIT DRIVE, SUITE 750 · DALLAS, TX 75251 | Advisory (Participants) | $18,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,312 | $99,957-66.7% | $149,696-77.7% | $73,488-54.7% |
| Participation rate | 59.6% | 75.7%-16.1pp | 82.5%-22.8pp | 70.7%-11.0pp |
| Annual return | 10.25% | 53.87%-43.6pp | 276.60%-266.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,660 | $3,191-48.0% | $4,644-64.3% | $2,270-26.9% |
| Participant deferral / active EE | $3,419 | $6,073-43.7% | $6,842-50.0% | $3,740-8.6% |
| Admin fee / account holder | $174 | $551-68.4% | $9,309-98.1% | $513-66.1% |