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 OMAHA2+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $58,334 |
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 | $114,365 | $71,802+59.3% | $133,980-14.6% | $57,658+98.3% |
| Participation rate | 90.5% | 85.5%+5.0pp | 87.1%+3.4pp | 70.2%+20.3pp |
| Annual return | 8.97% | 13.51%-4.5pp | 29.30%-20.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,891 | $3,161+54.7% | $5,211-6.1% | $1,974+147.8% |
| Participant deferral / active EE | $4,434 | $4,606-3.7% | $6,282-29.4% | $3,061+44.9% |
| Admin fee / account holder | $114 | $88+29.7% | $9,324-98.8% | $95+20.3% |