Filed March 18, 2026 (most recent of 2 filings on file)
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 OMAHA1+ years Service code 21 · EIN 47-0259043 | Bank Trustee | $1,100 |
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 | $80,138 | $70,667+13.4% | $123,104-34.9% | $52,331+53.1% |
| Participation rate | 97.0% | 83.7%+13.3pp | 86.8%+10.2pp | 68.1%+28.9pp |
| Annual return | 0.89% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,859 | $2,946-2.9% | $5,151-44.5% | $1,882+52.0% |
| Participant deferral / active EE | $3,784 | $4,493-15.8% | $6,230-39.3% | $3,022+25.2% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |