Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING8+ years Service code 11 · EIN 23-2293237 | Actuarial | $228,961 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 27 100 VANGUARD BLVD · MALVERN, PA 19355 | Advisory (Plan) | $102,929 |
WHITE CASTLE MANAGEMENT CO3 years Service code 14 · EIN 31-1317049 | Plan Administrator | $86,712 |
Service code 29 · EIN 31-4373657 | Legal | $15,909 |
GBQ PARTNERS8+ years Service code 10 · EIN 20-2122306 | Accounting | $13,400 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $344,859-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 23.5%-23.5pp | 1.5%-1.5pp |
| Annual return | -22.61% | 23.41%-46.0pp | -8.02%-14.6pp | 23.41%-46.0pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $29,748-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $13-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $388-100.0% | $14,884-100.0% |