Filed November 22, 1994
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 BANK9 years Service code 15 · EIN 45-0283315 | Recordkeeping | $149,295 |
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 | $54,424 | $48,698+11.8% | $93,606-41.9% | $199,593-72.7% |
| Participation rate | 90.7% | 63.5%+27.1pp | 68.7%+22.0pp | 72.0%+18.7pp |
| Annual return | 16.66% | 15.34%+1.3pp | 133.20%-116.5pp | 34.25%-17.6pp |
| Employer contribution / active EE | $2,042 | $1,135+80.0% | $2,420-15.6% | $3,034-32.7% |
| Participant deferral / active EE | $5,046 | $2,817+79.1% | $4,411+14.4% | $5,087-0.8% |
| Admin fee / account holder | $100 | $195-48.9% | $8,285-98.8% | $269-63.0% |