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 OMAHA5 years Service code 15 · EIN 47-0322111 | Recordkeeping | $801 |
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.
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 | $83,582 | $64,286+30.0% | $90,951-8.1% | $73,409+13.9% |
| Participation rate | 11.8% | 63.6%-51.8pp | 69.0%-57.3pp | 72.2%-60.4pp |
| Annual return | 15.58% | 21.45%-5.9pp | 134.60%-119.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $423 | $2,453-82.8% | $3,373-87.5% | $3,805-88.9% |
| Admin fee / account holder | $13 | $287-95.6% | $5,959-99.8% | $158-91.9% |