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, LLC4+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 381175191 | Investment Mgmt Fees | $63,826 |
BURLEIGH CONSULTING GROUP4+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842694 465 JACK KRAMER DRIVE SUITE 2 · MEMPHIS, TN 38117 | Recordkeeping | $6,250 |
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 | $97,516 | $79,523+22.6% | $140,016-30.4% | $56,287+73.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.35% | 2.39%-6.7pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $5,141 | $3,350+53.5% | $5,606-8.3% | $2,111+143.5% |
| Participant deferral / active EE | $1,084 | $5,129-78.9% | $6,927-84.4% | $3,350-67.6% |
| Admin fee / account holder | $482 | $614-21.5% | $10,705-95.5% | $521-7.4% |