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 |
|---|---|---|
UNITED OF OMAHA1 year Service code 15 · EIN 47-0322111 | Recordkeeping | $1,500 |
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 | $54,092 | $33,067+63.6% | $76,523-29.3% | $56,287-3.9% |
| Participation rate | 94.9% | 55.4%+39.5pp | 68.0%+26.9pp | 69.9%+25.1pp |
| Annual return | -7.03% | 2.72%-9.7pp | -0.27%-6.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,604 | $1,200+117.0% | $2,647-1.6% | $2,111+23.4% |
| Participant deferral / active EE | $5,113 | $2,240+128.3% | $3,835+33.3% | $3,350+52.7% |
| Admin fee / account holder | $26 | $537-95.1% | $4,848-99.5% | $521-94.9% |