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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $310,976 |
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 | $132,735 | $110,699+19.9% | $177,821-25.4% | $90,288+47.0% |
| Participation rate | 97.0% | 88.3%+8.6pp | 87.7%+9.3pp | 73.4%+23.6pp |
| Annual return | 13.50% | 22.79%-9.3pp | 48.32%-34.8pp | 53.97%-40.5pp |
| Employer contribution / active EE | $5,668 | $4,118+37.6% | $5,918-4.2% | $2,524+124.6% |
| Participant deferral / active EE | $5,581 | $6,731-17.1% | $7,714-27.7% | $4,232+31.9% |
| Admin fee / account holder | $50 | $90-43.9% | $12,427-99.6% | $114-55.8% |