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 | $33,584 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS INC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $23,974 |
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 | $81,545 | $53,901+51.3% | $134,143-39.2% | $73,488+11.0% |
| Participation rate | 74.9% | 62.8%+12.1pp | 72.2%+2.7pp | 70.7%+4.2pp |
| Annual return | 19.33% | 15.82%+3.5pp | 36.33%-17.0pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,979 | $1,458+104.3% | $3,704-19.6% | $2,270+31.2% |
| Participant deferral / active EE | $7,607 | $2,739+177.7% | $3,499+117.4% | $3,740+103.4% |
| Admin fee / account holder | $285 | $581-50.9% | $6,684-95.7% | $513-44.4% |