Filed March 4, 2022
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 INC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $18,954 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,414 |
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 | $60,896 | $63,156-3.6% | $122,332-50.2% | $62,292-2.2% |
| Participation rate | 59.0% | 60.0%-1.0pp | 71.6%-12.6pp | 69.5%-10.5pp |
| Annual return | 21.62% | 20.61%+1.0pp | 30.27%-8.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $2,001 | $1,385+44.5% | $4,050-50.6% | $2,042-2.0% |
| Participant deferral / active EE | $4,815 | $2,321+107.5% | $3,287+46.5% | $3,169+51.9% |
| Admin fee / account holder | $175 | $440-60.3% | $5,478-96.8% | $479-63.6% |