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 OMAHA5+ years Service code 15 · EIN 47-0258043 1620 DODGE STREET · OMAHA, NE 68197 | Recordkeeping | $122,218 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Recordkeeping | $59,100 |
Service code 10 · EIN 47-0387937 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $52,711 |
BLAKE & UHLIG, P.A.5+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $28,335 |
INVESTMENT CONSULTING GROUP5+ 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 | $37,805 | $81,719-53.7% | $101,248-62.7% | $90,288-58.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -10.65% | 337.64%-348.3pp | 46.47%-57.1pp | 53.97%-64.6pp |
| Employer contribution / active EE | $1,797 | $3,622-50.4% | $3,660-50.9% | $2,524-28.8% |
| Participant deferral / active EE | $800 | $3,310-75.8% | $4,370-81.7% | $4,232-81.1% |
| Admin fee / account holder | $186 | $162+14.9% | $5,945-96.9% | $114+63.1% |