See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 2050 MAIN STREET, #510 · IRVINE, CA 92614 | Advisory (Participants) | $20,513 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,784 |
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 | $53,358 | $44,425+20.1% | $67,834-21.3% | $55,167-3.3% |
| Participation rate | 89.3% | 59.7%+29.6pp | 68.8%+20.5pp | 69.0%+20.3pp |
| Annual return | 7.43% | 17.80%-10.4pp | 138.47%-131.0pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,846 | $1,351+36.6% | $2,403-23.2% | $1,963-6.0% |
| Participant deferral / active EE | $3,313 | $2,166+53.0% | $3,160+4.9% | $3,054+8.5% |
| Admin fee / account holder | $253 | $530-52.3% | $4,622-94.5% | $504-49.8% |