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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $35,459 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,276 | $81,537-60.4% | $149,718-78.4% | $69,631-53.6% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.1%+8.7pp | 70.7%+25.1pp |
| Annual return | 16.42% | 22.79%-6.4pp | 1501.63%-1485.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,299 | $3,239-59.9% | $5,445-76.1% | $2,032-36.1% |
| Participant deferral / active EE | $3,402 | $4,994-31.9% | $6,569-48.2% | $3,224+5.5% |
| Admin fee / account holder | $46 | $107-57.1% | $11,283-99.6% | $110-58.5% |