Filed October 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $37,780 |
NORTHWEST BANK3 years Service code 21 1030 STATE STREET · ERIE, PA 16501 | Bank Trustee | $25,382 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,710 | $74,347-78.9% | $93,606-83.2% | $67,579-76.8% |
| Participation rate | 91.1% | 80.6%+10.5pp | 75.8%+15.2pp | 71.3%+19.8pp |
| Annual return | 20.83% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,141 | $2,583-55.8% | $2,718-58.0% | $2,148-46.9% |
| Participant deferral / active EE | $1,376 | $4,060-66.1% | $4,069-66.2% | $3,539-61.1% |
| Admin fee / account holder | $62 | $123-49.7% | $7,888-99.2% | $142-56.6% |