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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA3+ years Service code 15 · EIN 47-0258043 1620 DODGE STREET · OMAHA, NE 68197 | Recordkeeping | $97,392 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 | Recordkeeping | $56,870 |
Service code 10 · EIN 47-0387937 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $27,898 |
BLAKE & UHLIG, P.A.3+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $25,216 |
INVESTMENT CONSULTING GROUP3+ years Service code 16 · EIN 47-1358707 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Consulting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,363 | $60,396-21.6% | $83,848-43.5% | $75,289-37.1% |
| Participation rate | 99.0% | 80.7%+18.2pp | 76.1%+22.8pp | 72.4%+26.5pp |
| Annual return | 10.66% | 3.84%+6.8pp | 850.88%-840.2pp | -0.04%+10.7pp |
| Employer contribution / active EE | $1,780 | $3,343-46.8% | $3,631-51.0% | $2,405-26.0% |
| Participant deferral / active EE | $663 | $2,922-77.3% | $4,082-83.7% | $3,739-82.3% |
| Admin fee / account holder | $187 | $141+32.3% | $5,478-96.6% | $102+82.6% |