Filed July 19, 1995
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 OMAHA1+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $56,203 |
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 | $101,424 | $68,413+48.3% | $123,104-17.6% | $55,191+83.8% |
| Participation rate | 92.0% | 84.5%+7.5pp | 86.8%+5.2pp | 69.2%+22.9pp |
| Annual return | 0.54% | 6.30%-5.8pp | 13.22%-12.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,874 | $3,050+59.8% | $5,151-5.4% | $1,899+156.7% |
| Participant deferral / active EE | $4,484 | $4,490-0.1% | $6,230-28.0% | $3,046+47.2% |
| Admin fee / account holder | $110 | $88+25.2% | $9,015-98.8% | $91+21.2% |