Filed November 30, 2017
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 BANK7+ years Filed as: BELL STATE BANK & TRUST Service code 26 · EIN 45-6076392 | Advisory (Participants) | $168,133 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,781 | $64,612+8.0% | $86,436-19.3% | $64,808+7.7% |
| Participation rate | 70.2% | 81.5%-11.2pp | 80.3%-10.1pp | 71.5%-1.2pp |
| Annual return | -17.34% | 0.66%-18.0pp | 4394.89%-4412.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $789 | $2,744-71.3% | $3,769-79.1% | $2,506-68.5% |
| Participant deferral / active EE | $3,049 | $7,497-59.3% | $6,952-56.1% | $4,310-29.3% |
| Admin fee / account holder | $168 | $169-0.4% | $6,731-97.5% | $188-10.3% |