Filed September 15, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $4,908 |
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 | $43,039 | $107,378-59.9% | $108,579-60.4% | $57,658-25.4% |
| Participation rate | 96.4% | 77.1%+19.3pp | 79.6%+16.8pp | 70.2%+26.1pp |
| Annual return | 9.87% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,053 | $1,782-40.9% | $3,758-72.0% | $1,974-46.7% |
| Participant deferral / active EE | $2,513 | $3,221-22.0% | $4,311-41.7% | $3,061-17.9% |
| Admin fee / account holder | $16 | $108-85.3% | $7,645-99.8% | $95-83.1% |