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, LLC7+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 381175191 | Investment Mgmt Fees | $77,473 |
BURLEIGH CONSULTING GROUP7+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Recordkeeping | $6,050 |
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 | $153,500 | $137,414+11.7% | $189,513-19.0% | $85,850+78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.71% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $5,294 | $4,344+21.9% | $6,162-14.1% | $2,565+106.4% |
| Participant deferral / active EE | $2,101 | $6,260-66.4% | $8,221-74.4% | $3,952-46.8% |
| Admin fee / account holder | $591 | $8,630-93.2% | $12,045-95.1% | $6,260-90.6% |