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 |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 16 · EIN 47-5476782 | Consulting | $103,336 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $88,618 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $200 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,942 | $45,000-26.8% | $143,757-77.1% | $77,904-57.7% |
| Participation rate | 48.1% | 66.8%-18.7pp | 80.3%-32.2pp | 73.7%-25.6pp |
| Annual return | -15.34% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,005 | $1,870-46.2% | $4,951-79.7% | $2,848-64.7% |
| Participant deferral / active EE | $2,305 | $3,157-27.0% | $5,637-59.1% | $4,806-52.0% |
| Admin fee / account holder | $61 | $98-38.1% | $14,673-99.6% | $133-54.0% |