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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,476 |
UNITED OF OMAHA6+ years Service code 37 · EIN 47-0322111 | Loan Processing | $4,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,947 | $78,419-22.3% | $133,956-54.5% | $73,409-17.0% |
| Participation rate | 97.3% | 78.6%+18.7pp | 79.8%+17.5pp | 72.2%+25.1pp |
| Annual return | 13.52% | 33.35%-19.8pp | 45.09%-31.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,348 | $2,044-34.0% | $3,919-65.6% | $2,234-39.6% |
| Participant deferral / active EE | $3,352 | $3,925-14.6% | $5,048-33.6% | $3,805-11.9% |
| Admin fee / account holder | $68 | $161-58.1% | $8,927-99.2% | $158-57.2% |