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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,724 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS INC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $23,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,745 | $44,221+14.8% | $121,196-58.1% | $56,287-9.8% |
| Participation rate | 67.2% | 61.1%+6.1pp | 71.7%-4.6pp | 69.9%-2.7pp |
| Annual return | -4.47% | -3.58%-0.9pp | 16.93%-21.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,131 | $1,480+44.0% | $4,022-47.0% | $2,111+0.9% |
| Participant deferral / active EE | $5,512 | $2,521+118.6% | $3,344+64.8% | $3,350+64.5% |
| Admin fee / account holder | $298 | $480-37.9% | $5,019-94.1% | $521-42.7% |