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 OMAHA5+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $65,994 |
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 | $19,131 | $62,928-69.6% | $172,739-88.9% | $67,579-71.7% |
| Participation rate | 92.3% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 22.79% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,299 | $1,636-20.6% | $5,143-74.8% | $2,148-39.5% |
| Participant deferral / active EE | $2,167 | $2,145+1.1% | $5,198-58.3% | $3,539-38.8% |
| Admin fee / account holder | $107 | $167-35.8% | $13,954-99.2% | $142-24.8% |