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 OMAHA1+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $44,261 |
Service code 10 · EIN 27-4126205 | Accounting | $17,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,176 | $70,002-1.2% | $115,037-39.9% | $52,331+32.2% |
| Participation rate | 89.0% | 72.1%+16.9pp | 81.4%+7.7pp | 68.1%+20.9pp |
| Annual return | -0.95% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,169 | $2,715-20.1% | $4,608-52.9% | $1,882+15.3% |
| Participant deferral / active EE | $7,020 | $4,920+42.7% | $6,026+16.5% | $3,022+132.3% |
| Admin fee / account holder | $306 | $566-46.0% | $8,175-96.3% | $592-48.3% |