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 |
|---|---|---|
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,409 | $65,376-61.1% | $87,100-70.8% | $65,185-61.0% |
| Participation rate | 96.2% | 75.3%+20.9pp | 76.9%+19.4pp | 70.2%+26.0pp |
| Annual return | 22.62% | 31.27%-8.6pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,060 | $1,822-41.8% | $2,521-58.0% | $2,177-51.3% |
| Participant deferral / active EE | $2,949 | $3,388-13.0% | $4,049-27.2% | $3,514-16.1% |
| Admin fee / account holder | $14 | $520-97.2% | $7,497-99.8% | $847-98.3% |