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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,890 | $46,292-31.1% | $143,757-77.8% | $64,808-50.8% |
| Participation rate | 43.3% | 64.2%-20.9pp | 80.3%-37.0pp | 71.5%-28.1pp |
| Annual return | -16.35% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,375 | $1,910-28.0% | $4,951-72.2% | $2,506-45.1% |
| Participant deferral / active EE | $1,471 | $2,646-44.4% | $5,637-73.9% | $4,310-65.9% |
| Admin fee / account holder | $14 | $154-90.7% | $14,673-99.9% | $188-92.4% |