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 OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $14,971 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,766 | $88,515-7.6% | $162,163-49.6% | $67,579+21.0% |
| Participation rate | 88.0% | 86.8%+1.2pp | 87.6%+0.4pp | 71.3%+16.7pp |
| Annual return | 14.91% | 27.04%-12.1pp | 115.59%-100.7pp | 378.56%-363.6pp |
| Employer contribution / active EE | $1,951 | $3,563-45.3% | $5,614-65.3% | $2,148-9.2% |
| Participant deferral / active EE | $4,856 | $5,724-15.2% | $7,298-33.5% | $3,539+37.2% |
| Admin fee / account holder | $49 | $124-60.4% | $10,843-99.5% | $142-65.6% |