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 NA4 years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $41,039 |
CHARLES SCHWAB & CO., INC.4 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 | $44,535 | $35,986+23.8% | $77,482-42.5% | $73,488-39.4% |
| Participation rate | 84.3% | 40.8%+43.5pp | 54.2%+30.1pp | 70.7%+13.6pp |
| Annual return | 13.67% | 19.26%-5.6pp | 54.79%-41.1pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,352 | $557+142.6% | $986+37.1% | $2,270-40.4% |
| Participant deferral / active EE | $2,884 | $1,198+140.8% | $1,861+54.9% | $3,740-22.9% |
| Admin fee / account holder | $279 | $466-40.1% | $2,858-90.2% | $513-45.6% |