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 OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $242,242 |
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 | $94,793 | $89,274+6.2% | $149,718-36.7% | $77,958+21.6% |
| Participation rate | 99.3% | 87.6%+11.7pp | 87.1%+12.2pp | 71.6%+27.6pp |
| Annual return | 18.27% | 20.36%-2.1pp | 1501.63%-1483.4pp | 20.87%-2.6pp |
| Employer contribution / active EE | $5,338 | $3,727+43.3% | $5,445-2.0% | $2,310+131.1% |
| Participant deferral / active EE | $5,296 | $5,382-1.6% | $6,569-19.4% | $3,537+49.8% |
| Admin fee / account holder | $168 | $240-29.9% | $11,283-98.5% | $97+72.7% |