Filed August 11, 2012 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 27 · EIN 13-3451974 | Advisory (Plan) | $267,571 |
FIRST NATIONAL BANK OF OMAHA4+ years Filed as: FIRST NATIONAL BANK Service code 21 · EIN 41-6011045 | Bank Trustee | $235,208 |
Filed as: AMERICAN PORTFOLIOS Service code 27 · EIN 11-3018002 | Advisory (Plan) | $164,472 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $46,652 |
Service code 27 · EIN 91-4169033 | Advisory (Plan) | $30,088 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $9,323 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 95-2632339 | Advisory (Plan) | $7,921 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -3.13% | -2.48%-0.6pp | -102.03%+98.9pp | 0.19%-3.3pp |
| Employer contribution / active EE | $27,866 | $7,648+264.4% | $36,229-23.1% | $13,763+102.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |