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, LLC9+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 38117 | Investment Mgmt Fees | $68,954 |
BURLEIGH CONSULTING GROUP9+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Recordkeeping | $6,425 |
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 | $127,130 | $125,758+1.1% | $169,993-25.2% | $75,163+69.1% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 14.31% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $7,554 | $4,615+63.7% | $6,785+11.3% | $2,670+183.0% |
| Participant deferral / active EE | $1,539 | $6,837-77.5% | $10,408-85.2% | $4,125-62.7% |
| Admin fee / account holder | $506 | $8,173-93.8% | $12,815-96.1% | $5,651-91.0% |