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 BANK3+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $273,163 |
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 | $77,538 | $89,274-13.1% | $149,718-48.2% | $77,958-0.5% |
| Participation rate | 90.9% | 87.6%+3.3pp | 87.1%+3.8pp | 71.6%+19.3pp |
| Annual return | 18.67% | 20.36%-1.7pp | 1501.63%-1483.0pp | 20.87%-2.2pp |
| Employer contribution / active EE | $4,003 | $3,727+7.4% | $5,445-26.5% | $2,310+73.3% |
| Participant deferral / active EE | $3,846 | $5,382-28.6% | $6,569-41.5% | $3,537+8.7% |
| Admin fee / account holder | $96 | $240-60.2% | $11,283-99.2% | $97-1.9% |