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 BANK10+ years Filed as: BELL STATE BANK & TRUST Service code 26 · EIN 45-6076392 | Advisory (Participants) | $140,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $103,294 | $108,719-5.0% | $101,326+1.9% | $85,563+20.7% |
| Participation rate | 68.1% | 80.9%-12.8pp | 81.5%-13.4pp | 66.0%+2.2pp |
| Annual return | 12.02% | 20.95%-8.9pp | 36.82%-24.8pp | 31.51%-19.5pp |
| Employer contribution / active EE | $876 | $3,114-71.9% | $3,665-76.1% | $2,654-67.0% |
| Participant deferral / active EE | $3,191 | $8,545-62.7% | $7,994-60.1% | $4,375-27.1% |
| Admin fee / account holder | $159 | $685-76.7% | $11,185-98.6% | $834-80.9% |