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 OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $9,332 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,977 | $62,267-21.3% | $110,238-55.6% | $55,725-12.1% |
| Participation rate | 98.1% | 78.1%+20.0pp | 79.8%+18.3pp | 70.9%+27.3pp |
| Annual return | -6.29% | -1.07%-5.2pp | 314.74%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,208 | $1,941-37.8% | $3,826-68.4% | $2,078-41.9% |
| Participant deferral / active EE | $3,012 | $3,516-14.3% | $4,672-35.5% | $3,356-10.3% |
| Admin fee / account holder | $30 | $121-74.9% | $8,547-99.6% | $115-73.7% |