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 | Recordkeeping fees; Participant loan ... | $140,876 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 16 · EIN 47-5476782 | Consulting | $98,258 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
NATIONAL FINANCIAL SERVICES5+ 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 | $34,332 | $47,456-27.7% | $172,739-80.1% | $77,787-55.9% |
| Participation rate | 58.4% | 66.3%-7.9pp | 82.6%-24.3pp | 73.2%-14.8pp |
| Annual return | 20.44% | 35.57%-15.1pp | 802.84%-782.4pp | 32.57%-12.1pp |
| Employer contribution / active EE | $1,364 | $1,574-13.4% | $5,143-73.5% | $2,504-45.5% |
| Participant deferral / active EE | $2,320 | $2,560-9.3% | $5,198-55.4% | $3,967-41.5% |
| Admin fee / account holder | $106 | $81+31.0% | $13,954-99.2% | $100+5.9% |