Filed February 24, 2017 (most recent of 4 filings on file)
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 OMAHA1+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $210,451 |
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 | $80,315 | $75,760+6.0% | $123,104-34.8% | $59,188+35.7% |
| Participation rate | 93.5% | 86.0%+7.4pp | 86.8%+6.7pp | 69.4%+24.1pp |
| Annual return | 1.55% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $4,733 | $3,415+38.6% | $5,151-8.1% | $2,098+125.6% |
| Participant deferral / active EE | $4,258 | $5,000-14.9% | $6,230-31.7% | $3,265+30.4% |
| Admin fee / account holder | $155 | $61+154.4% | $9,015-98.3% | $92+67.6% |