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) | $36,460 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,130 |
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 | $72,933 | $47,922+52.2% | $75,886-3.9% | $65,185+11.9% |
| Participation rate | 99.5% | 63.0%+36.5pp | 69.3%+30.2pp | 70.2%+29.3pp |
| Annual return | 21.63% | 24.12%-2.5pp | 30.76%-9.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $5,170 | $1,557+232.0% | $2,500+106.8% | $2,177+137.5% |
| Participant deferral / active EE | $3,990 | $2,550+56.5% | $3,603+10.8% | $3,514+13.6% |
| Admin fee / account holder | $371 | $532-30.1% | $5,418-93.1% | $847-56.2% |