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, LLC5+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 381175191 | Investment Mgmt Fees | $63,679 |
BURLEIGH CONSULTING GROUP5+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Recordkeeping | $6,150 |
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 | $116,721 | $109,359+6.7% | $162,163-28.0% | $72,985+59.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.33% | 25.46%-4.1pp | 115.59%-94.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,949 | $3,907+52.3% | $5,614+6.0% | $2,440+143.8% |
| Participant deferral / active EE | $1,487 | $5,481-72.9% | $7,298-79.6% | $3,607-58.8% |
| Admin fee / account holder | $481 | $7,972-94.0% | $10,843-95.6% | $5,124-90.6% |