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 |
|---|---|---|
Filed as: AMERISERV TRUST FINANCIAL SERVICES Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $85,936 |
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 | $72,391 | $79,519-9.0% | $95,952-24.6% | $73,409-1.4% |
| Participation rate | 89.7% | 81.2%+8.5pp | 77.1%+12.6pp | 72.2%+17.5pp |
| Annual return | 22.36% | 19.20%+3.2pp | 91.61%-69.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $3,417 | $2,048+66.9% | $2,541+34.5% | $2,234+53.0% |
| Participant deferral / active EE | $3,783 | $4,138-8.6% | $4,167-9.2% | $3,805-0.6% |
| Admin fee / account holder | $191 | $184+3.6% | $6,795-97.2% | $158+21.0% |