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 OMAHA4+ years Service code 15 · EIN 47-0258043 1620 DODGE STREET · OMAHA, NE 68197 | Recordkeeping | $144,038 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 | Recordkeeping | $58,240 |
BLAKE & UHLIG, P.A.4+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $47,855 |
Service code 10 · EIN 47-0387937 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $45,983 |
INVESTMENT CONSULTING GROUP4+ 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.
Annual investment return 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 | $43,324 | $66,051-34.4% | $92,893-53.4% | $77,787-44.3% |
| Participation rate | 99.0% | 81.0%+18.0pp | 76.0%+23.0pp | 73.2%+25.8pp |
| Annual return | 3.47% | 20.69%-17.2pp | 109.41%-105.9pp | 32.57%-29.1pp |
| Employer contribution / active EE | $1,732 | $3,426-49.4% | $3,653-52.6% | $2,504-30.8% |
| Participant deferral / active EE | $702 | $3,013-76.7% | $4,236-83.4% | $3,967-82.3% |
| Admin fee / account holder | $220 | $148+49.0% | $5,794-96.2% | $100+120.1% |