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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,893 | $52,293-33.3% | $178,490-80.5% | $73,409-52.5% |
| Participation rate | 38.2% | 65.3%-27.2pp | 81.9%-43.8pp | 72.2%-34.0pp |
| Annual return | 15.20% | 34.75%-19.5pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,044 | $1,735-39.9% | $5,011-79.2% | $2,234-53.3% |
| Participant deferral / active EE | $1,151 | $2,332-50.6% | $5,202-77.9% | $3,805-69.8% |
| Admin fee / account holder | $15 | $127-88.5% | $13,984-99.9% | $158-90.8% |