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 |
|---|---|---|
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL, LLC Service code 10 11404 W DODGE RD · OMAHA, NE 681542576 | Accounting | $7,000 |
UNITED OF OMAHA6+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,425 |
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 | $38,044 | $47,126-19.3% | $149,673-74.6% | $74,419-48.9% |
| Participation rate | 48.7% | 63.4%-14.7pp | 78.8%-30.1pp | 70.7%-22.1pp |
| Annual return | 17.99% | 22.75%-4.8pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,474 | $1,905-22.6% | $4,818-69.4% | $2,637-44.1% |
| Participant deferral / active EE | $1,620 | $2,728-40.6% | $5,680-71.5% | $4,528-64.2% |
| Admin fee / account holder | $46 | $343-86.6% | $13,210-99.7% | $348-86.8% |