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 |
|---|---|---|
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA MARKETING CORPORATI Service code 49 · EIN 47-0709568 | Other Services | $11,972 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,078 |
UNITED OF OMAHA2 years Filed as: MUTUAL OF OMAHA INVESTOR SERVICES I Service code 49 · EIN 47-0770844 | Other Services | $7,169 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,485 | $80,753+66.5% | $136,294-1.3% | $62,292+115.9% |
| Participation rate | 86.7% | 73.5%+13.2pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 21.46% | 35.83%-14.4pp | 5155.94%-5134.5pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,891 | $5,164+72.2% | $6,247+42.3% | $3,169+180.6% |
| Admin fee / account holder | $56 | $525-89.3% | $9,243-99.4% | $479-88.2% |