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 OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $511,234 |
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 | $120,342 | $95,776+25.6% | $162,163-25.8% | $77,787+54.7% |
| Participation rate | 97.1% | 88.6%+8.4pp | 87.6%+9.5pp | 73.2%+23.8pp |
| Annual return | 23.13% | 37.03%-13.9pp | 115.59%-92.5pp | 32.57%-9.4pp |
| Employer contribution / active EE | $5,311 | $3,874+37.1% | $5,614-5.4% | $2,504+112.1% |
| Participant deferral / active EE | $5,628 | $6,125-8.1% | $7,298-22.9% | $3,967+41.9% |
| Admin fee / account holder | $81 | $88-7.7% | $10,843-99.3% | $100-19.1% |