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 OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $55,859 |
Filed as: LAMBERT BLANK, JR, MST,CPA,PLC Service code 10 · EIN 27-4126205 | Accounting | $14,500 |
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 | $89,049 | $80,753+10.3% | $136,294-34.7% | $62,292+43.0% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 20.61% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $2,371 | $2,884-17.8% | $4,695-49.5% | $2,042+16.1% |
| Participant deferral / active EE | $7,180 | $5,164+39.0% | $6,247+14.9% | $3,169+126.6% |
| Admin fee / account holder | $310 | $525-41.0% | $9,243-96.6% | $479-35.3% |