See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CITIZENS & NORTHERN BANK1 year Service code 15 · EIN 24-0756925 | Recordkeeping | $34,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,125 | $72,492+6.4% | $87,100-11.5% | $72,985+5.7% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 17.80% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,667 | $1,894-12.0% | $2,521-33.9% | $2,440-31.7% |
| Participant deferral / active EE | $3,148 | $3,270-3.7% | $4,049-22.2% | $3,607-12.7% |
| Admin fee / account holder | $316 | $5,055-93.7% | $7,497-95.8% | $5,124-93.8% |