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 |
|---|---|---|
BEARID HARRIS WEALTH MANAGEMENT,INC2 years Service code 27 12221 MERIT DRIVE · DALLAS, TX 75251 | Advisory (Plan) | $28,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,719 | $58,879+8.2% | $178,490-64.3% | $73,488-13.3% |
| Participation rate | 42.0% | 66.2%-24.3pp | 81.9%-40.0pp | 70.7%-28.7pp |
| Annual return | 6.62% | 24.86%-18.2pp | 151.07%-144.5pp | 28.51%-21.9pp |
| Employer contribution / active EE | $1,871 | $2,236-16.3% | $5,011-62.7% | $2,270-17.6% |
| Participant deferral / active EE | $2,840 | $2,567+10.6% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $303 | $400-24.3% | $13,984-97.8% | $513-40.9% |