Filed September 30, 2010
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 |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA7+ years Service code 37 · EIN 47-0259043 | Loan Processing | $13,928 |
WIPFLI LLP4 years Filed as: WIPFLI CPAS Service code 10 · EIN 39-0758449 | Accounting | $8,400 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,277 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,650 |
HARRY K. FRIEDMAN1 year Filed as: THE HARRY A KOCH CO Service code 10 FIRST INSURANCE GROUP · OMAHA, NE 68154 | Accounting | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,110 | $109,817+62.2% | $98,442+80.9% | $167,490+6.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -42.94% | 1956.69%-1999.6pp | 1492.73%-1535.7pp | 478.56%-521.5pp |
| Employer contribution / active EE | $32,989 | $3,224+923.3% | $2,960+1014.6% | $4,837+581.9% |
| Participant deferral / active EE | $35,991 | $4,673+670.2% | $4,276+741.7% | $6,341+467.6% |
| Admin fee / account holder | $1,370 | $6,753-79.7% | $5,949-77.0% | $12,309-88.9% |