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 6-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+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $4,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,300 | $58,879-60.4% | $178,490-86.9% | $73,488-68.3% |
| Participation rate | 63.2% | 66.2%-3.0pp | 81.9%-18.7pp | 70.7%-7.5pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,726 | $2,236-22.8% | $5,011-65.6% | $2,270-24.0% |
| Participant deferral / active EE | $3,752 | $2,567+46.1% | $5,202-27.9% | $3,740+0.3% |
| Admin fee / account holder | $50 | $400-87.4% | $13,984-99.6% | $513-90.2% |