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, LLC11+ years Service code 51 · EIN 62-1855684 700 COLONIAL ROAD · MEMPHIS, TN 38117 | Investment Mgmt Fees | $75,065 |
BURLEIGH CONSULTING GROUP11+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Recordkeeping | $6,925 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,363 | $148,978-15.2% | $200,582-37.0% | $84,808+49.0% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.5pp |
| Annual return | 8.33% | 28.16%-19.8pp | 42.33%-34.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $7,615 | $4,815+58.1% | $6,419+18.6% | $2,631+189.4% |
| Participant deferral / active EE | $1,660 | $7,142-76.8% | $9,331-82.2% | $4,212-60.6% |
| Admin fee / account holder | $505 | $13,977-96.4% | $16,305-96.9% | $7,344-93.1% |