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, SUITE 130 · MEMPHIS, TN 38117 | Investment Mgmt Fees | $13,455 |
BURLEIGH CONSULTING GROUP7+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 15 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Recordkeeping | $5,560 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,506 | $137,414-35.6% | $189,513-53.3% | $85,850+3.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 7.46% | 38.14%-30.7pp | 555.15%-547.7pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,008 | $4,344-76.8% | $6,162-83.6% | $2,565-60.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $129 | $8,630-98.5% | $12,045-98.9% | $6,260-97.9% |