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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY4 years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Recordkeepi... | $124,697 |
Service code 10 3533 S 85TH ST · LINCOLN, NE 68520 | Accounting | $18,000 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,219 | $82,917+48.6% | $103,333+19.2% | $77,643+58.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.29% | 19.13%-6.8pp | 24.88%-12.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,816 | $3,552-20.7% | $3,868-27.2% | $2,726+3.3% |
| Participant deferral / active EE | $7,365 | $4,108+79.3% | $5,057+45.6% | $4,647+58.5% |
| Admin fee / account holder | $363 | $638-43.1% | $8,355-95.7% | $430-15.6% |