Filed December 6, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BELL BANK1+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $57,777 |
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 | $53,409 | $42,582+25.4% | $171,082-68.8% | $57,658-7.4% |
| Participation rate | 94.4% | 63.9%+30.5pp | 76.7%+17.7pp | 70.2%+24.2pp |
| Annual return | 9.20% | 308.67%-299.5pp | 32.56%-23.4pp | 5.13%+4.1pp |
| Employer contribution / active EE | $2,774 | $1,306+112.4% | $4,002-30.7% | $1,974+40.5% |
| Participant deferral / active EE | $3,552 | $2,933+21.1% | $4,797-26.0% | $3,061+16.1% |
| Admin fee / account holder | $110 | $82+33.3% | $8,520-98.7% | $95+16.1% |