See peer percentile detail. $4.99 for your first month.
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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 | $69,109 |
Filed as: CIRA Service code 27 · EIN 42-1445429 | Advisory (Plan) | $12,500 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $492,084 | $75,183+554.5% | $123,892+297.2% | $55,167+792.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.87% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $9,183 | $2,823+225.2% | $4,617+98.9% | $1,963+367.9% |
| Participant deferral / active EE | $7,764 | $5,084+52.7% | $5,984+29.7% | $3,054+154.2% |
| Admin fee / account holder | $692 | $663+4.5% | $8,357-91.7% | $504+37.4% |