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 8-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 |
|---|---|---|
NORTHWEST BANK2+ years Service code 21 · EIN 23-2790930 1030 STATE STREET · ERIE, PA 16501 | Bank Trustee | $54,228 |
SCHAFFNER, KNIGHT, MINNAUGH & CO2+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO PC Service code 10 · EIN 25-1690617 1545 WEST 38TH ST · ERIE, PA 16508 | Accounting | $7,100 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BOETGER & ASSOCIATES, INC. Service code 15 · EIN 25-1809719 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $6,358 |
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 | $190,613 | $58,577+225.4% | $83,333+128.7% | $64,186+197.0% |
| Participation rate | 95.7% | 72.0%+23.6pp | 77.8%+17.9pp | 69.6%+26.1pp |
| Annual return | -5.56% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,321 | $2,098+201.2% | $3,379+87.1% | $2,381+165.5% |
| Participant deferral / active EE | $9,095 | $4,654+95.4% | $5,565+63.4% | $3,470+162.1% |
| Admin fee / account holder | $546 | $9,275-94.1% | $7,510-92.7% | $4,888-88.8% |