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 OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $165,586 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,308 |
401K ADVISORS INC1 year Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $88,582 | $82,546+7.3% | $140,016-36.7% | $75,289+17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.67% | -0.36%-4.3pp | 651.12%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $5,742 | $3,856+48.9% | $5,606+2.4% | $2,405+138.8% |
| Participant deferral / active EE | $5,703 | $5,731-0.5% | $6,927-17.7% | $3,739+52.6% |
| Admin fee / account holder | $176 | $86+105.1% | $10,705-98.4% | $102+71.9% |