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 BANK6 years Service code 15 · EIN 45-0283315 | Recordkeeping | $22,284 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,090 | $80,724-46.6% | $103,333-58.3% | $74,495-42.2% |
| Participation rate | 80.4% | 65.7%+14.7pp | 74.5%+5.8pp | 67.2%+13.2pp |
| Annual return | 13.03% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $676 | $3,157-78.6% | $3,868-82.5% | $2,623-74.2% |
| Participant deferral / active EE | $3,865 | $3,860+0.1% | $5,057-23.6% | $4,346-11.1% |
| Admin fee / account holder | $183 | $2,368-92.3% | $8,355-97.8% | $1,942-90.6% |