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 OMAHA4+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $2,040 |
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 | $96,405 | $79,523+21.2% | $140,016-31.1% | $56,287+71.3% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.4pp |
| Annual return | -2.63% | 2.39%-5.0pp | 651.12%-653.7pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,217 | $3,350-4.0% | $5,606-42.6% | $2,111+52.4% |
| Participant deferral / active EE | $5,237 | $5,129+2.1% | $6,927-24.4% | $3,350+56.3% |
| Admin fee / account holder | $3 | $614-99.6% | $10,705-100.0% | $521-99.5% |