Filed June 3, 2014 (most recent of 3 filings on file)
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 8-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 OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $5,350 |
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).
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 | $30,972 | $62,928-50.8% | $172,739-82.1% | $67,579-54.2% |
| Participation rate | 40.2% | 64.5%-24.3pp | 82.6%-42.5pp | 71.3%-31.1pp |
| Annual return | 25.94% | 30.36%-4.4pp | 802.84%-776.9pp | 378.56%-352.6pp |
| Employer contribution / active EE | $1,191 | $1,636-27.2% | $5,143-76.8% | $2,148-44.5% |
| Participant deferral / active EE | $1,141 | $2,145-46.8% | $5,198-78.0% | $3,539-67.8% |
| Admin fee / account holder | $21 | $167-87.4% | $13,954-99.8% | $142-85.3% |