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 OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $3,382 |
Filed as: ADMIN ADVANTAGE Service code 50 C/O MUTUAL OF OMAHA RETIREMENT PLAN · OMAHA, NE 681030608 | Direct Payment | $1,000 |
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 | $56,340 | $64,119-12.1% | $112,228-49.8% | $66,914-15.8% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | -14.96% | -13.81%-1.2pp | 27.45%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,192 | $3,005-60.3% | $3,635-67.2% | $2,544-53.2% |
| Participant deferral / active EE | $4,251 | $3,693+15.1% | $4,728-10.1% | $4,237+0.3% |
| Admin fee / account holder | $34 | $625-94.6% | $6,410-99.5% | $593-94.3% |