Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
DELTA ASSET MANAGEMENT, LLC3+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 381175191 | Investment Mgmt Fees | $61,172 |
BURLEIGH CONSULTING GROUP3+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842694 465 JACK KRAMER DRIVE SUITE 2 · MEMPHIS, TN 38117 | Recordkeeping | $6,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,667 | $100,041-0.4% | $149,718-33.4% | $70,131+42.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.45% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,437 | $3,662-6.1% | $5,445-36.9% | $2,342+46.7% |
| Participant deferral / active EE | $963 | $4,983-80.7% | $6,569-85.3% | $3,332-71.1% |
| Admin fee / account holder | $451 | $8,286-94.6% | $11,283-96.0% | $4,645-90.3% |