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 |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Recordkeeping fees; Other fees; Sub-t... | $10,863 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INVESTOR SERVICES, Service code 27 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Advisory (Plan) | $10,524 |
UNITED OF OMAHA9 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,099 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,524 | $69,763-33.3% | $67,502-31.1% | $74,495-37.5% |
| Participation rate | 80.2% | 71.4%+8.8pp | 72.9%+7.3pp | 67.2%+13.0pp |
| Annual return | 13.90% | -40.34%+54.2pp | 3512.12%-3498.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,117 | $2,704+15.3% | $2,731+14.2% | $2,623+18.8% |
| Participant deferral / active EE | $6,201 | $3,636+70.5% | $4,000+55.0% | $4,346+42.7% |
| Admin fee / account holder | $108 | $896-87.9% | $3,998-97.3% | $1,942-94.4% |