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 OMAHA6 years Service code 15 · EIN 47-0322111 | Recordkeeping | $106 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,595 | $50,956+71.9% | $96,562-9.3% | $86,799+0.9% |
| Participation rate | 17.5% | 65.2%-47.7pp | 69.8%-52.3pp | 72.3%-54.7pp |
| Annual return | 16.17% | 21.27%-5.1pp | 37.78%-21.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $907 | $2,954-69.3% | $3,849-76.4% | $4,131-78.1% |
| Admin fee / account holder | $2 | $166-99.0% | $6,181-100.0% | $170-99.0% |