See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BELL BANK9 years Service code 15 · EIN 45-0283315 | Recordkeeping | $53,601 |
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.
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 | $131,630 | $56,317+133.7% | $71,209+84.8% | $74,304+77.1% |
| Participation rate | 72.8% | 55.1%+17.7pp | 73.8%-1.0pp | 60.3%+12.4pp |
| Annual return | 10.92% | 42.83%-31.9pp | 282.51%-271.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,945 | $2,160+36.4% | $2,721+8.3% | $2,241+31.4% |
| Participant deferral / active EE | $1,173 | $2,788-57.9% | $4,175-71.9% | $3,767-68.9% |
| Admin fee / account holder | $310 | $2,290-86.5% | $5,349-94.2% | $2,969-89.6% |