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 NA3 years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $24,440 |
CHARLES SCHWAB & CO., INC.3 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 | $42,258 | $31,679+33.4% | $74,701-43.4% | $65,185-35.2% |
| Participation rate | 86.8% | 40.4%+46.4pp | 54.5%+32.3pp | 70.2%+16.6pp |
| Annual return | 19.26% | 39.04%-19.8pp | 752.92%-733.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,587 | $566+180.3% | $1,084+46.4% | $2,177-27.1% |
| Participant deferral / active EE | $3,087 | $1,191+159.2% | $1,964+57.2% | $3,514-12.2% |
| Admin fee / account holder | $180 | $379-52.6% | $3,333-94.6% | $847-78.8% |