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 | Participant loan processing; Sharehol... | $87,159 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 16 · EIN 47-5476782 | Consulting | $82,238 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $250 |
NATIONAL FINANCIAL SERVICES6+ 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 | $38,033 | $56,095-32.2% | $178,490-78.7% | $90,288-57.9% |
| Participation rate | 56.2% | 65.6%-9.3pp | 81.9%-25.7pp | 73.4%-17.1pp |
| Annual return | 13.76% | 28.81%-15.0pp | 151.07%-137.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,115 | $1,572-29.1% | $5,011-77.8% | $2,524-55.8% |
| Participant deferral / active EE | $2,395 | $2,669-10.3% | $5,202-54.0% | $4,232-43.4% |
| Admin fee / account holder | $72 | $101-28.7% | $13,984-99.5% | $114-37.1% |