Filed October 18, 2004
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 OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,976 | $40,174+79.2% | $84,015-14.3% | $67,579+6.5% |
| Participation rate | 14.3% | 62.7%-48.4pp | 69.0%-54.7pp | 71.3%-57.0pp |
| Annual return | 22.87% | 25.82%-2.9pp | 71.31%-48.4pp | 378.56%-355.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $546 | $2,301-76.3% | $3,239-83.1% | $3,539-84.6% |
| Admin fee / account holder | $89 | $128-30.9% | $6,101-98.5% | $142-37.7% |