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 NA2 years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $31,230 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $40,649 | $28,109+44.6% | $71,086-42.8% | $56,287-27.8% |
| Participation rate | 87.3% | 40.4%+46.9pp | 54.7%+32.6pp | 69.9%+17.4pp |
| Annual return | -5.01% | -615.05%+610.0pp | 650.59%-655.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,447 | $558+159.5% | $1,088+33.0% | $2,111-31.5% |
| Participant deferral / active EE | $2,808 | $1,116+151.6% | $1,874+49.8% | $3,350-16.2% |
| Admin fee / account holder | $258 | $585-55.9% | $3,082-91.6% | $521-50.5% |