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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $1,260 |
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 | $149,805 | $136,307+9.9% | $177,821-15.8% | $73,488+103.8% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 18.12% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,706 | $3,712-0.2% | $5,918-37.4% | $2,270+63.3% |
| Participant deferral / active EE | $6,349 | $5,829+8.9% | $7,714-17.7% | $3,740+69.8% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |