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 OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $11,621 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $7,425 |
UNITED OF OMAHA4 years Service code 37 · EIN 47-0322111 | Loan Processing | $1,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,385 | $80,724-15.3% | $103,333-33.8% | $74,495-8.2% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 17.28% | 27.56%-10.3pp | 24.88%-7.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,336 | $3,157-57.7% | $3,868-65.5% | $2,623-49.1% |
| Participant deferral / active EE | $5,652 | $3,860+46.4% | $5,057+11.8% | $4,346+30.1% |
| Admin fee / account holder | $153 | $2,368-93.6% | $8,355-98.2% | $1,942-92.1% |