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 10-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 BANK4+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $1,902 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,108 | $86,332-65.1% | $125,175-75.9% | $65,185-53.8% |
| Participation rate | 75.4% | 75.3%+0.1pp | 79.8%-4.4pp | 70.2%+5.2pp |
| Annual return | 22.09% | 27.43%-5.3pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $621 | $2,040-69.5% | $3,865-83.9% | $2,177-71.4% |
| Participant deferral / active EE | $2,445 | $3,537-30.9% | $4,937-50.5% | $3,514-30.4% |
| Admin fee / account holder | $15 | $609-97.5% | $9,702-99.8% | $847-98.2% |