Filed June 9, 2000
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 OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $52,148 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,507 |
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 | $43,735 | $42,582+2.7% | $171,082-74.4% | $57,658-24.1% |
| Participation rate | 84.7% | 63.9%+20.8pp | 76.7%+8.0pp | 70.2%+14.5pp |
| Annual return | 8.33% | 308.67%-300.3pp | 32.56%-24.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,656 | $1,306+103.3% | $4,002-33.6% | $1,974+34.6% |
| Participant deferral / active EE | $3,959 | $2,933+35.0% | $4,797-17.5% | $3,061+29.4% |
| Admin fee / account holder | $218 | $82+164.2% | $8,520-97.4% | $95+130.2% |