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 OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $75,373 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,170 | $41,467-44.1% | $67,313-65.6% | $55,725-58.4% |
| Participation rate | 94.5% | 62.5%+32.0pp | 69.1%+25.4pp | 70.9%+23.6pp |
| Annual return | -7.38% | 0.82%-8.2pp | -4.08%-3.3pp | 244.93%-252.3pp |
| Employer contribution / active EE | $806 | $1,316-38.8% | $2,566-68.6% | $2,078-61.2% |
| Participant deferral / active EE | $3,809 | $2,399+58.8% | $3,568+6.8% | $3,356+13.5% |
| Admin fee / account holder | $125 | $102+22.8% | $4,507-97.2% | $115+8.8% |