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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $3,416 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,547 | $50,898-75.3% | $171,082-92.7% | $55,167-77.3% |
| Participation rate | 77.2% | 63.3%+13.9pp | 76.7%+0.5pp | 69.0%+8.2pp |
| Annual return | 10.31% | 15.34%-5.0pp | 32.56%-22.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $415 | $1,433-71.0% | $4,002-89.6% | $1,963-78.9% |
| Participant deferral / active EE | $1,777 | $2,994-40.6% | $4,797-63.0% | $3,054-41.8% |
| Admin fee / account holder | $31 | $500-93.8% | $8,520-99.6% | $504-93.8% |