Filed February 26, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA1 year Filed as: NBT BANK NA Service code 21 · EIN 15-0395735 | Bank Trustee | $75,905 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $18,385 |
PIAKER & LYONS1 year Filed as: PIAKER & LYONS, P.C. Service code 10 · EIN 16-1152552 | Accounting | $10,200 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. 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 | $54,874 | $155,795-64.8% | $136,294-59.7% | $69,631-21.2% |
| Participation rate | 75.7% | 75.2%+0.4pp | 81.9%-6.3pp | 70.7%+5.0pp |
| Annual return | 27.60% | 232464.33%-232436.7pp | 5155.94%-5128.3pp | 27571.02%-27543.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,853 | $5,394-47.1% | $6,247-54.3% | $3,224-11.5% |
| Admin fee / account holder | $96 | $128-25.2% | $9,243-99.0% | $110-13.2% |