Filed February 5, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
CITIZENS & NORTHERN BANK1 year Service code 15 · EIN 24-0756925 90-92 MAIN STREET · WELLSBORO, PA 16901 | Recordkeeping | $30,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,985 | $138,347-35.0% | $184,203-51.1% | $80,856+11.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.09% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,569 | $4,850-26.4% | $6,427-44.5% | $2,755+29.6% |
| Participant deferral / active EE | $4,588 | $7,071-35.1% | $9,131-49.8% | $4,296+6.8% |
| Admin fee / account holder | $284 | $10,483-97.3% | $13,901-98.0% | $6,918-95.9% |