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) | $37,832 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,848 |
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 | $80,097 | $55,636+44.0% | $81,983-2.3% | $73,488+9.0% |
| Participation rate | 99.5% | 62.3%+37.2pp | 69.2%+30.3pp | 70.7%+28.8pp |
| Annual return | 17.44% | 19.07%-1.6pp | 41.31%-23.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,441 | $1,625+111.8% | $2,498+37.8% | $2,270+51.6% |
| Participant deferral / active EE | $3,671 | $2,762+32.9% | $3,722-1.4% | $3,740-1.8% |
| Admin fee / account holder | $374 | $493-24.2% | $5,664-93.4% | $513-27.2% |