Filed April 11, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping and information managem... | $736,190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,299 | $145,516-50.3% | $184,203-60.8% | $99,062-27.0% |
| Participation rate | 94.4% | 90.3%+4.1pp | 86.8%+7.6pp | 71.6%+22.8pp |
| Annual return | 15.52% | 21.23%-5.7pp | 28.81%-13.3pp | 17.66%-2.1pp |
| Employer contribution / active EE | $2,450 | $5,354-54.2% | $6,427-61.9% | $3,262-24.9% |
| Participant deferral / active EE | $4,660 | $8,423-44.7% | $9,131-49.0% | $5,331-12.6% |
| Admin fee / account holder | $70 | $78-9.3% | $13,901-99.5% | $109-35.3% |