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 OMAHA3+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $14,819 |
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 | $133,432 | $81,537+63.6% | $149,718-10.9% | $69,631+91.6% |
| Participation rate | 90.9% | 86.1%+4.8pp | 87.1%+3.9pp | 70.7%+20.2pp |
| Annual return | 17.02% | 22.79%-5.8pp | 1501.63%-1484.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,859 | $3,239+50.0% | $5,445-10.8% | $2,032+139.1% |
| Participant deferral / active EE | $4,578 | $4,994-8.3% | $6,569-30.3% | $3,224+42.0% |
| Admin fee / account holder | $28 | $107-74.0% | $11,283-99.8% | $110-74.9% |