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 BANK3 years Service code 15 · EIN 45-0283315 | Recordkeeping | $30,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,994 | $91,552+116.3% | $133,956+47.8% | $79,858+147.9% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.2pp | 69.6%+8.0pp |
| Annual return | 8.03% | 61.85%-53.8pp | 45.09%-37.1pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,099 | $3,733-43.8% | $5,048-58.4% | $3,740-43.9% |
| Admin fee / account holder | $337 | $6,321-94.7% | $8,927-96.2% | $5,306-93.6% |