Filed May 1, 2015 (most recent of 3 filings on file)
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+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $215,841 |
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 | $47,323 | $75,760-37.5% | $123,104-61.6% | $59,188-20.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.41% | 2.93%-3.3pp | 13.22%-13.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $2,334 | $3,415-31.7% | $5,151-54.7% | $2,098+11.2% |
| Participant deferral / active EE | $3,303 | $5,000-33.9% | $6,230-47.0% | $3,265+1.2% |
| Admin fee / account holder | $64 | $61+5.3% | $9,015-99.3% | $92-30.6% |