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 |
|---|---|---|
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $11,790 |
SECURITY NATIONAL BANK1 year Filed as: SECURITY NATIONAL BANK. Service code 27 1120 S 101 ST · OMAHA, NE 681241967 | Advisory (Plan) | $8,426 |
UNITED OF OMAHA7+ years Service code 37 · EIN 47-0322111 | Loan Processing | $2,700 |
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 | $44,899 | $50,815-11.6% | $155,509-71.1% | $77,643-42.2% |
| Participation rate | 47.6% | 63.1%-15.5pp | 78.2%-30.6pp | 70.6%-23.0pp |
| Annual return | 15.99% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,655 | $1,993-16.9% | $4,672-64.6% | $2,726-39.3% |
| Participant deferral / active EE | $1,781 | $2,822-36.9% | $5,626-68.3% | $4,647-61.7% |
| Admin fee / account holder | $81 | $437-81.5% | $15,912-99.5% | $430-81.2% |