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 OMAHA5+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Recordkeeping fees; Trustee (individu... | $262,457 |
DANA INVESTMENT ADVISORS5+ years Service code 10 · EIN 39-1512278 | Accounting | $177,489 |
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $132,600 |
BLAKE & UHLIG, P.A.5+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $66,324 |
O'DONNELL FICENEC WILLS & FERDIG5+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $63,231 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $48,995 |
INVESTMENT CONSULTING GROUP5+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $27,600 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | -5.44% | 6.82%-12.3pp | 8.01%-13.4pp | 12.86%-18.3pp |
| Employer contribution / active EE | $10,339 | $12,695-18.6% | $29,475-64.9% | $13,687-24.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |