See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 OMAHA8+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,611 | $63,442-65.9% | $68,791-68.6% | $66,914-67.7% |
| Participation rate | 84.6% | 60.0%+24.6pp | 69.0%+15.5pp | 69.8%+14.8pp |
| Annual return | -16.82% | -8.29%-8.5pp | -6.38%-10.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $669 | $1,775-62.3% | $2,655-74.8% | $2,544-73.7% |
| Participant deferral / active EE | $3,500 | $2,945+18.9% | $3,941-11.2% | $4,237-17.4% |
| Admin fee / account holder | $10 | $577-98.3% | $4,932-99.8% | $593-98.3% |