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 OMAHA3+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $8,982 |
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 | $48,574 | $71,666-32.2% | $117,854-58.8% | $69,631-30.2% |
| Participation rate | 97.6% | 77.5%+20.0pp | 79.7%+17.9pp | 70.7%+26.9pp |
| Annual return | 16.78% | 18.86%-2.1pp | 335.08%-318.3pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,089 | $1,889-42.4% | $3,786-71.2% | $2,032-46.4% |
| Participant deferral / active EE | $2,578 | $3,340-22.8% | $4,482-42.5% | $3,224-20.0% |
| Admin fee / account holder | $28 | $120-76.8% | $8,020-99.7% | $110-74.7% |