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 8-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 |
|---|---|---|
NORTHWEST BANK1+ years Service code 21 · EIN 23-2790930 1030 STATE STREET · ERIE, PA 16501 | Bank Trustee | $47,307 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BOETGER & ASSOCIATES, INC. Service code 15 · EIN 25-1809719 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $7,088 |
SCHAFFNER, KNIGHT, MINNAUGH & CO1+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO PC Service code 10 · EIN 25-1690617 1545 WEST 38TH ST · ERIE, PA 16508 | Accounting | $6,950 |
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 | $226,285 | $64,348+251.7% | $90,160+151.0% | $70,131+222.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 18.81% | 28.13%-9.3pp | 34.88%-16.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $5,269 | $2,046+157.6% | $3,318+58.8% | $2,342+124.9% |
| Participant deferral / active EE | $7,291 | $4,389+66.1% | $5,288+37.9% | $3,332+118.8% |
| Admin fee / account holder | $559 | $3,944-85.8% | $5,943-90.6% | $4,645-88.0% |