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 | Distribution (12b-1) fees; Investment... | $156,594 |
FIRST NATIONAL BANK OF OMAHA2 years Filed as: FIRST NATIONAL BANK Service code 27 1620 DODGE ST. · OMAHA, NE 68197 | Advisory (Plan) | $50,011 |
LUTZ & COMPANY, PC6+ years Service code 10 · EIN 47-0625816 | Accounting | $13,540 |
NATIONAL FINANCIAL SERCIVES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
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 | $350,869 | $100,801+248.1% | $149,696+134.4% | $73,409+378.0% |
| Participation rate | 99.9% | 77.7%+22.2pp | 82.5%+17.4pp | 72.2%+27.7pp |
| Annual return | 16.28% | 265.34%-249.1pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $10,352 | $3,312+212.6% | $4,644+122.9% | $2,234+363.5% |
| Participant deferral / active EE | $12,767 | $6,404+99.4% | $6,842+86.6% | $3,805+235.5% |
| Admin fee / account holder | $258 | $181+42.9% | $9,309-97.2% | $158+63.7% |