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 |
|---|---|---|
Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $7,471 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,492 | $58,879-70.3% | $178,490-90.2% | $73,488-76.2% |
| Participation rate | 99.3% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.6pp |
| Annual return | 7.02% | 24.86%-17.8pp | 151.07%-144.0pp | 28.51%-21.5pp |
| Employer contribution / active EE | $473 | $2,236-78.9% | $5,011-90.6% | $2,270-79.2% |
| Participant deferral / active EE | $652 | $2,567-74.6% | $5,202-87.5% | $3,740-82.6% |
| Admin fee / account holder | $45 | $400-88.7% | $13,984-99.7% | $513-91.2% |