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 BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $84,277 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,867 | $106,236-42.7% | $112,228-45.8% | $64,808-6.1% |
| Participation rate | 93.2% | 71.7%+21.6pp | 75.1%+18.2pp | 71.5%+21.8pp |
| Annual return | -14.34% | -6.02%-8.3pp | 27.45%-41.8pp | 32.82%-47.2pp |
| Employer contribution / active EE | $917 | $3,166-71.0% | $3,635-74.8% | $2,506-63.4% |
| Participant deferral / active EE | $3,348 | $3,785-11.6% | $4,728-29.2% | $4,310-22.3% |
| Admin fee / account holder | $219 | $452-51.4% | $6,410-96.6% | $188+16.9% |