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 |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY CPAS AND ADVISORS Service code 10 18081 BURT ST · OMAHA, NE 680224722 | Accounting | $14,752 |
SECURITY NATIONAL BANK1 year Filed as: SECURITY NATIONAL BANK. Service code 27 1120 S 101 ST · OMAHA, NE 681241967 | Advisory (Plan) | $7,520 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Securities ... | $5,852 |
UNITED OF OMAHA4 years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,987 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,380 | $55,415-21.7% | $155,509-72.1% | $74,495-41.8% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 16.21% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,700 | $2,267+63.2% | $4,672-20.8% | $2,623+41.1% |
| Participant deferral / active EE | $4,902 | $2,836+72.8% | $5,626-12.9% | $4,346+12.8% |
| Admin fee / account holder | $212 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |