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 BANK6+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $29,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,176 | $49,915+14.5% | $154,803-63.1% | $74,304-23.1% |
| Participation rate | 72.0% | 54.0%+18.0pp | 78.1%-6.1pp | 60.3%+11.6pp |
| Annual return | 14.76% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,016 | $1,611+25.1% | $4,305-53.2% | $2,241-10.1% |
| Participant deferral / active EE | $4,486 | $2,255+99.0% | $5,540-19.0% | $3,767+19.1% |
| Admin fee / account holder | $214 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |