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 BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $12,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,181 | $52,884+13.8% | $84,750-29.0% | $55,167+9.1% |
| Participation rate | 38.1% | 67.5%-29.4pp | 76.6%-38.5pp | 69.0%-30.9pp |
| Annual return | 6.96% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $360 | $2,233-83.9% | $3,574-89.9% | $1,963-81.7% |
| Participant deferral / active EE | $1,791 | $2,644-32.3% | $3,712-51.8% | $3,054-41.4% |
| Admin fee / account holder | $201 | $581-65.4% | $5,332-96.2% | $504-60.2% |