Filed May 21, 2012 (most recent of 2 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $106,901 |
FIRST NATIONAL BANK OF OMAHA2+ years Service code 16 1620 DODGE ST · OMAHA, NE 68197 | Consulting | $25,000 |
LUTZ & COMPANY, PC2+ years Service code 10 · EIN 47-0625816 | Accounting | $12,000 |
NATIONAL FINANCIAL SERCIVES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $247,009 | $80,177+208.1% | $123,892+99.4% | $57,658+328.4% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 8.44% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $9,389 | $2,913+222.3% | $4,617+103.4% | $1,974+375.7% |
| Participant deferral / active EE | $10,854 | $5,130+111.6% | $5,984+81.4% | $3,061+254.7% |
| Admin fee / account holder | $190 | $106+79.1% | $8,357-97.7% | $95+101.4% |