Filed June 29, 2023
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 OMAHA6+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $34,617 |
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 | $142,273 | $136,307+4.4% | $177,821-20.0% | $73,488+93.6% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.7%+6.1pp | 70.7%+23.2pp |
| Annual return | 12.65% | 18.68%-6.0pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,171 | $3,712-41.5% | $5,918-63.3% | $2,270-4.4% |
| Participant deferral / active EE | $7,565 | $5,829+29.8% | $7,714-1.9% | $3,740+102.3% |
| Admin fee / account holder | $215 | $596-63.9% | $12,427-98.3% | $513-58.1% |