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 10-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 |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 27 2050 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $69,240 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $26,739 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,944 | $100,801-11.8% | $149,696-40.6% | $73,409+21.2% |
| Participation rate | 80.2% | 77.7%+2.5pp | 82.5%-2.3pp | 72.2%+8.0pp |
| Annual return | 17.68% | 265.34%-247.7pp | 276.60%-258.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $5,138 | $3,312+55.2% | $4,644+10.6% | $2,234+130.1% |
| Participant deferral / active EE | $13,150 | $6,404+105.3% | $6,842+92.2% | $3,805+245.6% |
| Admin fee / account holder | $326 | $181+80.2% | $9,309-96.5% | $158+106.3% |