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 OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $15,640 |
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 | $79,150 | $80,005-1.1% | $140,016-43.5% | $55,725+42.0% |
| Participation rate | 85.3% | 87.0%-1.7pp | 87.5%-2.2pp | 70.9%+14.4pp |
| Annual return | -1.91% | 0.46%-2.4pp | 651.12%-653.0pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,386 | $3,403-59.3% | $5,606-75.3% | $2,078-33.3% |
| Participant deferral / active EE | $4,357 | $5,264-17.2% | $6,927-37.1% | $3,356+29.8% |
| Admin fee / account holder | $56 | $116-51.2% | $10,705-99.5% | $115-51.0% |