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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA5 years Service code 15 · EIN 47-0322111 | Recordkeeping | $44,079 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,706 | $136,266-63.5% | $90,749-45.2% | $77,904-36.2% |
| Participation rate | 75.7% | 86.6%-11.0pp | 75.7%0pp | 73.7%+2.0pp |
| Annual return | -14.53% | -11.32%-3.2pp | -12.16%-2.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $267 | $4,215-93.7% | $2,921-90.9% | $2,848-90.6% |
| Participant deferral / active EE | $3,636 | $6,353-42.8% | $4,564-20.3% | $4,806-24.3% |
| Admin fee / account holder | $51 | $399-87.3% | $8,445-99.4% | $133-61.8% |