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 |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $28,010 |
NORTHWEST BANK6 years Service code 21 800 STATE STREET · ERIE, PA 16501 | Bank Trustee | $23,785 |
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.
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 | $22,544 | $81,908-72.5% | $90,749-75.2% | $64,808-65.2% |
| Participation rate | 84.7% | 80.5%+4.3pp | 75.7%+9.0pp | 71.5%+13.3pp |
| Annual return | -15.18% | -12.53%-2.7pp | -12.16%-3.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,836 | $3,065-40.1% | $2,921-37.1% | $2,506-26.7% |
| Participant deferral / active EE | $1,759 | $4,840-63.7% | $4,564-61.5% | $4,310-59.2% |
| Admin fee / account holder | $113 | $157-28.4% | $8,445-98.7% | $188-40.1% |