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 OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $55,841 |
Service code 10 · EIN 27-4126205 | Accounting | $14,950 |
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 | $81,326 | $73,102+11.3% | $123,544-34.2% | $56,287+44.5% |
| Participation rate | 84.7% | 74.3%+10.3pp | 82.3%+2.4pp | 69.9%+14.8pp |
| Annual return | -5.81% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,063 | $2,977-30.7% | $4,628-55.4% | $2,111-2.3% |
| Participant deferral / active EE | $6,559 | $5,423+21.0% | $6,426+2.1% | $3,350+95.8% |
| Admin fee / account holder | $290 | $554-47.6% | $9,284-96.9% | $521-44.3% |