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 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,177 | $46,100-62.7% | $86,590-80.2% | $69,631-75.3% |
| Participation rate | 62.9% | 67.2%-4.2pp | 73.5%-10.6pp | 70.7%-7.7pp |
| Annual return | 17.00% | 21.02%-4.0pp | 964.84%-947.8pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $471 | $1,850-74.5% | $2,839-83.4% | $2,032-76.8% |
| Participant deferral / active EE | $1,177 | $2,432-51.6% | $3,609-67.4% | $3,224-63.5% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |