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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $4,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,865 | $62,132-77.7% | $185,823-92.5% | $73,488-81.1% |
| Participation rate | 76.8% | 67.8%+9.0pp | 78.0%-1.2pp | 70.7%+6.1pp |
| Annual return | 17.01% | 20.44%-3.4pp | 35.95%-18.9pp | 28.51%-11.5pp |
| Employer contribution / active EE | $312 | $1,681-81.5% | $4,087-92.4% | $2,270-86.3% |
| Participant deferral / active EE | $1,518 | $3,711-59.1% | $5,632-73.0% | $3,740-59.4% |
| Admin fee / account holder | $21 | $419-95.0% | $9,500-99.8% | $513-96.0% |