Filed October 9, 2024
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See the 9-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $88,638 |
CUNI, RUST & STRENK9+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $82,900 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $39,318 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 14.99% | 6.42%+8.6pp | 8.91%+6.1pp | 9.30%+5.7pp |
| Employer contribution / active EE | $2,527 | $10,547-76.0% | $24,376-89.6% | $12,557-79.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |