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 MANAGEMENT5+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $23,406 |
UNITED OF OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,238 |
UNITED OF OMAHA5+ 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 | $42,302 | $56,972-25.7% | $182,532-76.8% | $65,185-35.1% |
| Participation rate | 98.7% | 66.5%+32.1pp | 78.0%+20.7pp | 70.2%+28.5pp |
| Annual return | 20.37% | 27.67%-7.3pp | 148.54%-128.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,764 | $1,615+9.2% | $4,076-56.7% | $2,177-19.0% |
| Participant deferral / active EE | $2,426 | $3,526-31.2% | $5,524-56.1% | $3,514-31.0% |
| Admin fee / account holder | $179 | $528-66.1% | $8,592-97.9% | $847-78.9% |