See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,455 |
UNITED OF OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,575 |
UNITED OF OMAHA3+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
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 | $31,846 | $52,639-39.5% | $185,117-82.8% | $62,292-48.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.71% | 19.57%-1.9pp | 40.50%-22.8pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,823 | $1,483+23.0% | $4,182-56.4% | $2,042-10.7% |
| Participant deferral / active EE | $1,883 | $3,097-39.2% | $5,045-62.7% | $3,169-40.6% |
| Admin fee / account holder | $168 | $374-55.1% | $8,159-97.9% | $479-65.0% |