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 BANK4 years Service code 15 · EIN 24-0756925 | Recordkeeping | $44,404 |
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 | $55,255 | $65,435-15.6% | $86,677-36.3% | $66,914-17.4% |
| Participation rate | 94.4% | 75.5%+18.9pp | 76.6%+17.8pp | 69.8%+24.6pp |
| Annual return | -14.46% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,066 | $2,153-4.1% | $2,836-27.2% | $2,544-18.8% |
| Participant deferral / active EE | $3,862 | $4,100-5.8% | $4,656-17.1% | $4,237-8.9% |
| Admin fee / account holder | $245 | $642-61.8% | $7,493-96.7% | $593-58.6% |