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 |
|---|---|---|
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $78,162 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY CPAS AND ADVISORS Service code 10 18081 BURT ST · OMAHA, NE 680224722 | Accounting | $59,475 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $37,359 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $21,195 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7,158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,826 | $48,698+29.0% | $93,606-32.9% | $199,593-68.5% |
| Participation rate | 90.3% | 63.5%+26.7pp | 68.7%+21.5pp | 72.0%+18.3pp |
| Annual return | 14.16% | 15.34%-1.2pp | 133.20%-119.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,709 | $1,135+50.5% | $2,420-29.4% | $3,034-43.7% |
| Participant deferral / active EE | $4,969 | $2,817+76.4% | $4,411+12.6% | $5,087-2.3% |
| Admin fee / account holder | $133 | $195-31.6% | $8,285-98.4% | $269-50.4% |