Filed January 17, 2006
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 |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $29,976 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,937 | $71,802-63.9% | $133,980-80.6% | $57,658-55.0% |
| Participation rate | 95.3% | 85.5%+9.9pp | 87.1%+8.3pp | 70.2%+25.1pp |
| Annual return | 8.55% | 13.51%-5.0pp | 29.30%-20.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,222 | $3,161-61.3% | $5,211-76.5% | $1,974-38.1% |
| Participant deferral / active EE | $3,102 | $4,606-32.7% | $6,282-50.6% | $3,061+1.4% |
| Admin fee / account holder | $36 | $88-59.4% | $9,324-99.6% | $95-62.3% |