Filed October 8, 2021
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 |
|---|---|---|
Service code 28 REGENCY CENTER · OMAHA, NE 68114 | Investment Management | $7,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,012 | $23,385-18.7% | $69,182-72.5% | $57,658-67.0% |
| Participation rate | 25.9% | 37.9%-12.0pp | 55.1%-29.2pp | 70.2%-44.3pp |
| Annual return | 8.95% | -659.34%+668.3pp | -21.93%+30.9pp | 5.13%+3.8pp |
| Employer contribution / active EE | $103 | $422-75.7% | $1,206-91.5% | $1,974-94.8% |
| Participant deferral / active EE | $623 | $843-26.1% | $1,897-67.1% | $3,061-79.6% |
| Admin fee / account holder | $77 | $82-5.7% | $2,697-97.1% | $95-18.1% |