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 BANK3+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $74,597 |
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 | $65,544 | $42,810+53.1% | $169,463-61.3% | $55,725+17.6% |
| Participation rate | 96.6% | 64.7%+31.9pp | 77.8%+18.9pp | 70.9%+25.8pp |
| Annual return | 12.20% | -3.61%+15.8pp | 1.83%+10.4pp | 244.93%-232.7pp |
| Employer contribution / active EE | $3,022 | $1,402+115.6% | $4,159-27.3% | $2,078+45.4% |
| Participant deferral / active EE | $4,084 | $3,141+30.0% | $5,277-22.6% | $3,356+21.7% |
| Admin fee / account holder | $119 | $106+11.8% | $9,109-98.7% | $115+3.3% |