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 OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $70,766 |
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 | $48,441 | $46,966+3.1% | $185,117-73.8% | $69,631-30.4% |
| Participation rate | 95.0% | 65.3%+29.7pp | 77.3%+17.7pp | 70.7%+24.3pp |
| Annual return | 23.91% | 22.36%+1.5pp | 40.50%-16.6pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $2,892 | $1,360+112.6% | $4,182-30.8% | $2,032+42.3% |
| Participant deferral / active EE | $4,277 | $3,017+41.8% | $5,045-15.2% | $3,224+32.7% |
| Admin fee / account holder | $222 | $94+136.1% | $8,159-97.3% | $110+100.6% |