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, LLC8+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 381175191 | Investment Mgmt Fees | $71,328 |
BURLEIGH CONSULTING GROUP8+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Recordkeeping | $6,550 |
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 | $114,902 | $110,094+4.4% | $151,611-24.2% | $68,494+67.8% |
| Participation rate | 98.9% | 84.0%+15.0pp | 87.5%+11.5pp | 67.9%+31.1pp |
| Annual return | -14.00% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,627 | $4,471+25.9% | $6,166-8.7% | $2,596+116.7% |
| Participant deferral / active EE | $1,513 | $6,527-76.8% | $8,363-81.9% | $4,027-62.4% |
| Admin fee / account holder | $535 | $7,719-93.1% | $11,616-95.4% | $5,403-90.1% |