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 BANK2+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $66,132 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,254 | $46,966+28.3% | $185,117-67.5% | $69,631-13.5% |
| Participation rate | 98.0% | 65.3%+32.7pp | 77.3%+20.7pp | 70.7%+27.3pp |
| Annual return | 15.95% | 22.36%-6.4pp | 40.50%-24.5pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,948 | $1,360+116.7% | $4,182-29.5% | $2,032+45.1% |
| Participant deferral / active EE | $3,741 | $3,017+24.0% | $5,045-25.9% | $3,224+16.0% |
| Admin fee / account holder | $114 | $94+21.9% | $8,159-98.6% | $110+3.6% |