See peer percentile detail with Solo.
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 |
|---|---|---|
LUTZ & COMPANY, PC2 years Filed as: LUTZ CO Service code 10 13616 CALIFORNIA ST · OMAHA, NE 68154 | Accounting | $13,788 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA, · OMAHA, NE 68175 | Advisory (Plan) | $13,090 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $7,126 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,364 | $59,417+75.6% | $93,606+11.5% | $74,495+40.1% |
| Participation rate | 86.6% | 59.7%+26.9pp | 68.7%+17.8pp | 67.2%+19.4pp |
| Annual return | 13.87% | 81.83%-68.0pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,697 | $1,264+113.5% | $2,420+11.5% | $2,623+2.8% |
| Participant deferral / active EE | $5,184 | $3,050+70.0% | $4,411+17.5% | $4,346+19.3% |
| Admin fee / account holder | $187 | $3,021-93.8% | $8,285-97.7% | $1,942-90.3% |