Filed April 10, 2013 (most recent of 4 filings on file)
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 | $498,247 |
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 | $74,188 | $75,760-2.1% | $123,104-39.7% | $59,188+25.3% |
| Participation rate | 96.9% | 86.0%+10.9pp | 86.8%+10.2pp | 69.4%+27.5pp |
| Annual return | 0.60% | 2.93%-2.3pp | 13.22%-12.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $4,020 | $3,415+17.7% | $5,151-22.0% | $2,098+91.6% |
| Participant deferral / active EE | $4,257 | $5,000-14.9% | $6,230-31.7% | $3,265+30.4% |
| Admin fee / account holder | $78 | $61+27.7% | $9,015-99.1% | $92-15.9% |