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 OMAHA5+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $1,125 |
UNITED OF OMAHA5+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,231 | $76,367-64.3% | $93,606-70.9% | $72,985-62.7% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.6pp |
| Annual return | 8.60% | 25.82%-17.2pp | 32.76%-24.2pp | 81.00%-72.4pp |
| Employer contribution / active EE | $1,694 | $2,275-25.5% | $2,718-37.7% | $2,440-30.6% |
| Participant deferral / active EE | $3,601 | $3,538+1.8% | $4,069-11.5% | $3,607-0.2% |
| Admin fee / account holder | $25 | $6,838-99.6% | $7,888-99.7% | $5,124-99.5% |