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 | $35,082 |
NORTHWEST BANK4 years Service code 21 800 STATE STREET · ERIE, PA 16501 | Bank Trustee | $23,917 |
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 | $18,811 | $85,135-77.9% | $98,907-81.0% | $73,409-74.4% |
| Participation rate | 88.3% | 81.1%+7.1pp | 76.0%+12.2pp | 72.2%+16.1pp |
| Annual return | 14.67% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,186 | $2,721-56.4% | $2,689-55.9% | $2,234-46.9% |
| Participant deferral / active EE | $1,405 | $4,349-67.7% | $4,244-66.9% | $3,805-63.1% |
| Admin fee / account holder | $71 | $139-48.9% | $6,642-98.9% | $158-55.0% |