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 NA1 year Filed as: NBT BANK, N.A. Service code 21 · EIN 16-1268674 | Bank Trustee | $16,533 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,166 | $65,061-75.2% | $143,757-88.8% | $66,914-75.8% |
| Participation rate | 48.7% | 65.2%-16.4pp | 80.3%-31.6pp | 69.8%-21.1pp |
| Annual return | -13.68% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,225 | $2,361-48.1% | $4,951-75.2% | $2,544-51.8% |
| Participant deferral / active EE | $2,173 | $2,919-25.6% | $5,637-61.5% | $4,237-48.7% |
| Admin fee / account holder | $162 | $502-67.7% | $14,673-98.9% | $593-72.7% |