See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF OMAHA2 years Service code 15 · EIN 47-0259043 | Recordkeeping | $26,149 |
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 | $106,251 | $136,307-22.1% | $177,821-40.2% | $73,488+44.6% |
| Participation rate | 94.7% | 86.1%+8.6pp | 87.7%+7.0pp | 70.7%+24.0pp |
| Annual return | 15.11% | 18.68%-3.6pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,389 | $3,712-8.7% | $5,918-42.7% | $2,270+49.3% |
| Participant deferral / active EE | $3,914 | $5,829-32.9% | $7,714-49.3% | $3,740+4.7% |
| Admin fee / account holder | $219 | $596-63.2% | $12,427-98.2% | $513-57.3% |