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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.
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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 |
|---|---|---|
Service code 51 · EIN 13-4085380 521 FIFTH AVE · NEW YORK, NY 14618 | Investment Mgmt Fees | $38,583 |
Filed as: JOHN G ULLMAN & ASSOCIATES Service code 64 · EIN 10-1113141 51 EAST MARKET STREET · CORNING, NY 14830 | Recordkeeping Fees | $27,791 |
NBT BANCORP NA3 years Filed as: NBT WEALTH MANAGEMENT Service code 51 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Investment Mgmt Fees | $14,331 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 51 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Mgmt Fees | $9,396 |
TRG CAPITAL MANAGEMENT9+ years Service code 51 · EIN 26-1985157 520 COLUMBIA DRIVE · JOHNSON CITY, NY 13790 | Investment Mgmt Fees | $7,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,614 | $91,407+142.4% | $135,903+63.1% | $71,457+210.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.25% | 29.90%-14.6pp | 68.23%-53.0pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,566 | $3,703-30.7% | $4,856-47.2% | $2,588-0.8% |
| Participant deferral / active EE | $7,188 | $7,092+1.4% | $7,758-7.3% | $4,289+67.6% |
| Admin fee / account holder | $530 | $1,266-58.1% | $10,762-95.1% | $1,587-66.6% |