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 | $16,402 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,864 | $58,726+24.1% | $92,233-21.0% | $62,292+17.0% |
| Participation rate | 33.5% | 68.3%-34.8pp | 76.5%-42.9pp | 69.5%-36.0pp |
| Annual return | 14.53% | 43.62%-29.1pp | 176.28%-161.7pp | 28.90%-14.4pp |
| Employer contribution / active EE | $320 | $2,392-86.6% | $3,679-91.3% | $2,042-84.3% |
| Participant deferral / active EE | $1,684 | $2,766-39.1% | $3,897-56.8% | $3,169-46.9% |
| Admin fee / account holder | $273 | $556-50.9% | $5,194-94.7% | $479-43.0% |