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) | $34,580 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,696 | $42,396+36.1% | $67,313-14.3% | $56,287+2.5% |
| Participation rate | 99.0% | 61.0%+38.0pp | 69.1%+29.9pp | 69.9%+29.2pp |
| Annual return | -5.23% | -36.63%+31.4pp | -4.08%-1.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $4,910 | $1,414+247.4% | $2,566+91.4% | $2,111+132.6% |
| Participant deferral / active EE | $3,997 | $2,360+69.4% | $3,568+12.0% | $3,350+19.3% |
| Admin fee / account holder | $366 | $510-28.2% | $4,507-91.9% | $521-29.7% |