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 OMAHA7+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Investment management fees paid direc... | $298,840 |
DANA INVESTMENT ADVISORS7+ years Service code 10 · EIN 39-1512278 | Accounting | $247,758 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $138,546 |
BLAKE & UHLIG, P.A.7+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $64,677 |
O'DONNELL FICENEC WILLS & FERDIG7+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $52,305 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $44,048 |
INVESTMENT CONSULTING GROUP7+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $34,500 |
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.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 3.75% | -7.95%+11.7pp | -5.84%+9.6pp | 23.41%-19.7pp |
| Employer contribution / active EE | $10,409 | $13,972-25.5% | $31,839-67.3% | $12,650-17.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |