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 OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $5,555 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,009 | $52,639-77.2% | $185,117-93.5% | $62,292-80.7% |
| Participation rate | 76.7% | 63.9%+12.9pp | 77.3%-0.5pp | 69.5%+7.2pp |
| Annual return | 20.47% | 19.57%+0.9pp | 40.50%-20.0pp | 28.90%-8.4pp |
| Employer contribution / active EE | $304 | $1,483-79.5% | $4,182-92.7% | $2,042-85.1% |
| Participant deferral / active EE | $1,291 | $3,097-58.3% | $5,045-74.4% | $3,169-59.3% |
| Admin fee / account holder | $37 | $374-90.0% | $8,159-99.5% | $479-92.2% |