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 OMAHA8 years Service code 15 · EIN 47-0322111 | Recordkeeping | $11,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,285 | $53,165+0.2% | $86,188-38.2% | $74,419-28.4% |
| Participation rate | 33.0% | 64.9%-31.8pp | 69.0%-35.9pp | 70.7%-37.7pp |
| Annual return | 19.58% | 22.64%-3.1pp | 1168.45%-1148.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $631 | $1,210-47.9% | $2,380-73.5% | $2,637-76.1% |
| Participant deferral / active EE | $1,941 | $3,234-40.0% | $3,985-51.3% | $4,528-57.1% |
| Admin fee / account holder | $70 | $551-87.4% | $6,852-99.0% | $348-80.0% |