Filed March 22, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $134,230 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 16 · EIN 47-5476782 | Consulting | $70,564 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,245 | $45,382-40.0% | $154,107-82.3% | $75,289-63.8% |
| Participation rate | 63.2% | 65.9%-2.6pp | 83.0%-19.8pp | 72.4%-9.2pp |
| Annual return | -4.70% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,113 | $1,533-27.4% | $5,298-79.0% | $2,405-53.7% |
| Participant deferral / active EE | $2,323 | $2,384-2.6% | $5,081-54.3% | $3,739-37.9% |
| Admin fee / account holder | $92 | $89+3.0% | $13,411-99.3% | $102-10.1% |