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 OMAHA5+ years Service code 37 · EIN 47-0322111 | Loan Processing | $35,825 |
SEIM JOHNSON, LLP2 years Service code 10 · EIN 47-6097913 | Accounting | $16,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,225 | $40,113+30.2% | $84,015-37.8% | $77,787-32.9% |
| Participation rate | 85.3% | 62.8%+22.5pp | 69.0%+16.3pp | 73.2%+12.1pp |
| Annual return | 21.84% | 23.27%-1.4pp | 71.31%-49.5pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,271 | $847+50.1% | $1,983-35.9% | $2,504-49.2% |
| Participant deferral / active EE | $3,582 | $2,030+76.5% | $3,239+10.6% | $3,967-9.7% |
| Admin fee / account holder | $47 | $92-49.1% | $6,101-99.2% | $100-53.4% |