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 BANK3+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $21,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,966 | $65,061-43.2% | $143,757-74.3% | $66,914-44.8% |
| Participation rate | 68.4% | 65.2%+3.2pp | 80.3%-11.9pp | 69.8%-1.4pp |
| Annual return | -12.81% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,844 | $2,361-21.9% | $4,951-62.7% | $2,544-27.5% |
| Participant deferral / active EE | $4,216 | $2,919+44.4% | $5,637-25.2% | $4,237-0.5% |
| Admin fee / account holder | $168 | $502-66.5% | $14,673-98.9% | $593-71.6% |