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 BANK3+ years Service code 21 · EIN 23-2790930 1030 STATE STREET · ERIE, PA 16501 | Bank Trustee | $57,538 |
SCHAFFNER, KNIGHT, MINNAUGH & CO3+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO PC Service code 10 · EIN 25-1690617 1545 WEST 38TH ST · ERIE, PA 16508 | Accounting | $7,300 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: BOETGER & ASSOCIATES, INC. Service code 15 · EIN 25-1809719 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $7,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,813 | $63,355+305.4% | $91,989+179.2% | $72,985+251.9% |
| Participation rate | 94.4% | 72.5%+21.9pp | 78.6%+15.8pp | 69.5%+25.0pp |
| Annual return | 24.39% | 35.35%-11.0pp | 69.02%-44.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $6,369 | $2,116+201.1% | $3,452+84.5% | $2,440+161.0% |
| Participant deferral / active EE | $9,269 | $4,883+89.8% | $5,923+56.5% | $3,607+157.0% |
| Admin fee / account holder | $662 | $4,668-85.8% | $7,743-91.5% | $5,124-87.1% |