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 BANK5+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $27,466 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,193 | $55,415-7.6% | $155,509-67.1% | $74,495-31.3% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.5pp | 67.2%-0.5pp |
| Annual return | 17.03% | 268.50%-251.5pp | 64.67%-47.6pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,958 | $2,267-13.6% | $4,672-58.1% | $2,623-25.3% |
| Participant deferral / active EE | $4,390 | $2,836+54.8% | $5,626-22.0% | $4,346+1.0% |
| Admin fee / account holder | $216 | $1,738-87.6% | $15,912-98.6% | $1,942-88.9% |