Filed June 4, 2020 (most recent of 4 filings on file)
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 3-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+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $33,348 |
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 | $55,309 | $60,165-8.1% | $74,183-25.4% | $55,167+0.3% |
| Participation rate | 82.5% | 74.2%+8.4pp | 76.6%+5.9pp | 69.0%+13.5pp |
| Annual return | 8.59% | 10.00%-1.4pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,405 | $1,600+112.9% | $2,370+43.7% | $1,963+73.5% |
| Participant deferral / active EE | $2,229 | $2,973-25.0% | $3,550-37.2% | $3,054-27.0% |
| Admin fee / account holder | $155 | $419-63.0% | $5,586-97.2% | $504-69.2% |