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 OMAHA7 years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,810 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,374 | $42,353-4.7% | $79,550-49.2% | $64,808-37.7% |
| Participation rate | 35.6% | 64.8%-29.1pp | 69.5%-33.9pp | 71.5%-35.9pp |
| Annual return | 25.63% | -12.24%+37.9pp | 0.16%+25.5pp | 32.82%-7.2pp |
| Employer contribution / active EE | $411 | $1,181-65.2% | $2,413-83.0% | $2,506-83.6% |
| Participant deferral / active EE | $1,290 | $3,170-59.3% | $3,985-67.6% | $4,310-70.1% |
| Admin fee / account holder | $32 | $160-80.2% | $6,832-99.5% | $188-83.2% |