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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.
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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,208 | $39,859-61.8% | $78,689-80.7% | $57,658-73.6% |
| Participation rate | 61.8% | 66.1%-4.3pp | 73.6%-11.7pp | 70.2%-8.4pp |
| Annual return | 4.08% | 18.96%-14.9pp | 62.18%-58.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $458 | $1,786-74.3% | $2,851-83.9% | $1,974-76.8% |
| Participant deferral / active EE | $1,139 | $2,248-49.3% | $3,517-67.6% | $3,061-62.8% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |