Filed October 9, 2024
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 9-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 |
|---|---|---|
CUNI, RUST & STRENK8+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $102,000 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $75,534 |
THE BANK OF NEW YORK MELLON8+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $35,624 |
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.
Employer contribution per participant 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 | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 16.04% | 8.26%+7.8pp | 9.51%+6.5pp | 9.11%+6.9pp |
| Employer contribution / active EE | $721 | $17,413-95.9% | $23,377-96.9% | $12,231-94.1% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |