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 OMAHA4+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $8,778 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,228 | $80,005+52.8% | $140,016-12.7% | $55,725+119.3% |
| Participation rate | 92.8% | 87.0%+5.8pp | 87.5%+5.3pp | 70.9%+22.0pp |
| Annual return | -4.50% | 0.46%-5.0pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,956 | $3,403+45.7% | $5,606-11.6% | $2,078+138.5% |
| Participant deferral / active EE | $4,820 | $5,264-8.4% | $6,927-30.4% | $3,356+43.6% |
| Admin fee / account holder | $16 | $116-86.2% | $10,705-99.9% | $115-86.2% |