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 OMAHA2+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $541,886 |
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 | $81,781 | $82,683-1.1% | $133,980-39.0% | $65,292+25.3% |
| Participation rate | 97.4% | 87.3%+10.0pp | 87.1%+10.3pp | 72.4%+24.9pp |
| Annual return | 9.04% | 9.63%-0.6pp | 29.30%-20.3pp | 11.84%-2.8pp |
| Employer contribution / active EE | $4,325 | $3,583+20.7% | $5,211-17.0% | $2,302+87.9% |
| Participant deferral / active EE | $4,629 | $5,190-10.8% | $6,282-26.3% | $3,579+29.3% |
| Admin fee / account holder | $83 | $66+25.6% | $9,324-99.1% | $57+43.9% |