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 7-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 OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,080 | $47,922-22.6% | $75,886-51.1% | $65,185-43.1% |
| Participation rate | 68.8% | 63.0%+5.8pp | 69.3%-0.5pp | 70.2%-1.4pp |
| Annual return | 20.08% | 24.12%-4.0pp | 30.76%-10.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $818 | $1,557-47.4% | $2,500-67.3% | $2,177-62.4% |
| Participant deferral / active EE | $1,940 | $2,550-23.9% | $3,603-46.2% | $3,514-44.8% |
| Admin fee / account holder | $10 | $532-98.0% | $5,418-99.8% | $847-98.8% |