Filed October 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK6+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $91,975 |
FUND DIRECT ADVISORS6+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $91,602 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $40,998 |
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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 16.45% | 8.42%+8.0pp | 11.38%+5.1pp | 15.63%+0.8pp |
| Employer contribution / active EE | $2,919 | $5,390-45.8% | $18,467-84.2% | $11,476-74.6% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |