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 |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $47,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,004 | $84,487+6.5% | $125,339-28.2% | $66,914+34.5% |
| Participation rate | 87.1% | 76.4%+10.7pp | 82.4%+4.7pp | 69.8%+17.3pp |
| Annual return | -16.57% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $7,822 | $3,553+120.2% | $4,814+62.5% | $2,544+207.4% |
| Participant deferral / active EE | $16,003 | $6,781+136.0% | $7,446+114.9% | $4,237+277.7% |
| Admin fee / account holder | $267 | $685-61.1% | $10,010-97.3% | $593-55.1% |