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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 COMPANY2 years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $133,031 |
Service code 10 3533 S 85TH ST · LINCOLN, NE 68520 | Accounting | $17,500 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $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 | $91,559 | $106,236-13.8% | $112,228-18.4% | $64,808+41.3% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.1%+23.7pp | 71.5%+27.3pp |
| Annual return | -16.74% | -6.02%-10.7pp | 27.45%-44.2pp | 32.82%-49.6pp |
| Employer contribution / active EE | $5,364 | $3,166+69.4% | $3,635+47.6% | $2,506+114.1% |
| Participant deferral / active EE | $6,606 | $3,785+74.5% | $4,728+39.7% | $4,310+53.3% |
| Admin fee / account holder | $384 | $452-15.0% | $6,410-94.0% | $188+104.5% |