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 10-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 |
|---|---|---|
NBT BANCORP NA6+ years Filed as: NBT BANCORP, N.A. Service code 21 · EIN 15-0395735 | Bank Trustee | $32,174 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,000 | $54,590-17.6% | $81,930-45.1% | $73,488-38.8% |
| Participation rate | 97.7% | 68.3%+29.3pp | 72.0%+25.7pp | 70.7%+27.0pp |
| Annual return | 15.10% | 17.74%-2.6pp | 29.49%-14.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,884 | $1,636+15.1% | $4,310-56.3% | $2,270-17.0% |
| Participant deferral / active EE | $4,310 | $2,759+56.2% | $7,107-39.4% | $3,740+15.3% |
| Admin fee / account holder | $168 | $592-71.7% | $5,158-96.8% | $513-67.3% |