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 BANK4+ years Service code 21 · EIN 23-2790930 800 STATE ST 5TH FLOOR · ERIE, PA 16501 | Bank Trustee | $61,490 |
SCHAFFNER, KNIGHT, MINNAUGH & CO4+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO PC Service code 10 · EIN 25-1690617 1545 WEST 38TH ST · ERIE, PA 16508 | Accounting | $7,700 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 15 · EIN 25-1809719 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $7,237 |
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 | $286,252 | $70,475+306.2% | $100,516+184.8% | $79,858+258.5% |
| Participation rate | 97.8% | 73.7%+24.2pp | 79.4%+18.4pp | 69.6%+28.2pp |
| Annual return | 14.23% | 21.90%-7.7pp | 30.89%-16.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,333 | $2,165+192.6% | $3,418+85.3% | $2,471+156.3% |
| Participant deferral / active EE | $9,362 | $5,181+80.7% | $6,270+49.3% | $3,740+150.3% |
| Admin fee / account holder | $632 | $4,478-85.9% | $8,081-92.2% | $5,306-88.1% |