Filed April 10, 1995
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 year Service code 15 · EIN 45-0283315 | Recordkeeping | $37,842 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,508 | $72,404+132.7% | $110,238+52.9% | $64,186+162.5% |
| Participation rate | 86.3% | 73.3%+13.0pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | -4.64% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,971 | $3,469-43.2% | $4,672-57.8% | $3,470-43.2% |
| Admin fee / account holder | $338 | $5,664-94.0% | $8,547-96.0% | $4,888-93.1% |