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.
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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 |
|---|---|---|
NBT BANCORP NA6+ years Filed as: NBT BANCORP Service code 21 · EIN 15-0395735 | Bank Trustee | $29,387 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. 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 | $76,878 | $93,182-17.5% | $146,665-47.6% | $79,386-3.2% |
| Participation rate | 97.5% | 76.4%+21.0pp | 80.1%+17.4pp | 70.7%+26.8pp |
| Annual return | 32.76% | 21.61%+11.1pp | 22.74%+10.0pp | 116.85%-84.1pp |
| Employer contribution / active EE | $1,360 | $2,420-43.8% | $4,136-67.1% | $2,427-44.0% |
| Participant deferral / active EE | $4,417 | $4,169+5.9% | $5,506-19.8% | $4,046+9.2% |
| Admin fee / account holder | $150 | $585-74.4% | $10,280-98.5% | $626-76.1% |