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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.
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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 | $25,340 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,264 | $77,660+13.7% | $109,143-19.1% | $79,386+11.2% |
| Participation rate | 39.8% | 67.8%-28.0pp | 75.9%-36.1pp | 70.7%-30.9pp |
| Annual return | 18.71% | 23.44%-4.7pp | 25.75%-7.0pp | 116.85%-98.1pp |
| Employer contribution / active EE | $347 | $2,797-87.6% | $3,722-90.7% | $2,427-85.7% |
| Participant deferral / active EE | $1,880 | $3,518-46.6% | $4,653-59.6% | $4,046-53.5% |
| Admin fee / account holder | $338 | $732-53.9% | $6,752-95.0% | $626-46.1% |