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 |
|---|---|---|
UNITED OF OMAHA4+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $775 |
UNITED OF OMAHA4+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,641 | $61,660-48.7% | $80,019-60.5% | $64,186-50.7% |
| Participation rate | 54.7% | 71.7%-17.0pp | 75.8%-21.2pp | 69.6%-14.9pp |
| Annual return | -1.71% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,594 | $1,810-12.0% | $2,468-35.4% | $2,381-33.1% |
| Participant deferral / active EE | $2,068 | $2,968-30.3% | $3,686-43.9% | $3,470-40.4% |
| Admin fee / account holder | $29 | $5,417-99.5% | $6,521-99.6% | $4,888-99.4% |