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 OMAHA3+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $51,947 |
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 | $19,031 | $46,173-58.8% | $170,442-88.8% | $69,631-72.7% |
| Participation rate | 73.6% | 63.9%+9.7pp | 83.6%-10.0pp | 70.7%+2.9pp |
| Annual return | 25.59% | 21.62%+4.0pp | 205.93%-180.3pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $966 | $1,610-40.0% | $5,433-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $1,425 | $2,080-31.5% | $4,939-71.1% | $3,224-55.8% |
| Admin fee / account holder | $109 | $116-5.7% | $13,880-99.2% | $110-1.0% |