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 OMAHA9+ years Filed as: FIRST NATIONAL BANK Service code 20 · EIN 47-0259043 | Investment management fees paid direc... | $423,367 |
DANA INVESTMENT ADVISORS9+ years Service code 10 · EIN 39-1512278 | Accounting | $210,095 |
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $146,976 |
BLAKE & UHLIG, P.A.9+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 | Legal | $78,092 |
O'DONNELL FICENEC WILLS & FERDIG9+ years Filed as: O'DONNELL, FICENEC, WILLS & FERDIG Service code 10 · EIN 47-0387937 | Accounting | $67,552 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $56,892 |
INVESTMENT CONSULTING GROUP9+ years Service code 17 · EIN 47-1358707 | Pension Consulting | $34,000 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.66% | 10.33%+5.3pp | 8.09%+7.6pp | 9.30%+6.4pp |
| Employer contribution / active EE | $11,129 | $14,972-25.7% | $28,732-61.3% | $12,557-11.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |