Filed April 22, 2016
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 | $15,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,523 | $81,537+18.4% | $149,718-35.5% | $69,631+38.6% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.1%-5.1pp | 70.7%+11.3pp |
| Annual return | 13.66% | 22.79%-9.1pp | 1501.63%-1488.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,393 | $3,239-57.0% | $5,445-74.4% | $2,032-31.4% |
| Participant deferral / active EE | $4,554 | $4,994-8.8% | $6,569-30.7% | $3,224+41.3% |
| Admin fee / account holder | $61 | $107-43.3% | $11,283-99.5% | $110-45.1% |