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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $13,771 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,199 | $111,608-20.1% | $177,821-49.8% | $73,409+21.5% |
| Participation rate | 89.4% | 87.9%+1.5pp | 87.7%+1.6pp | 72.2%+17.2pp |
| Annual return | 11.85% | 18.23%-6.4pp | 48.32%-36.5pp | 59.29%-47.4pp |
| Employer contribution / active EE | $2,017 | $3,796-46.9% | $5,918-65.9% | $2,234-9.7% |
| Participant deferral / active EE | $5,352 | $6,199-13.7% | $7,714-30.6% | $3,805+40.6% |
| Admin fee / account holder | $42 | $166-74.6% | $12,427-99.7% | $158-73.3% |