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 BANK2 years Service code 15 · EIN 45-0283315 | Recordkeeping | $47,538 |
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 | $87,100 | $44,873+94.1% | $79,464+9.6% | $56,287+54.7% |
| Participation rate | 77.3% | 68.7%+8.5pp | 73.3%+3.9pp | 69.9%+7.4pp |
| Annual return | 9.16% | 0.81%+8.3pp | 718.14%-709.0pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,807 | $2,140+31.2% | $2,800+0.2% | $2,111+33.0% |
| Participant deferral / active EE | $1,086 | $2,746-60.4% | $3,704-70.7% | $3,350-67.6% |
| Admin fee / account holder | $252 | $418-39.9% | $5,113-95.1% | $521-51.7% |