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 Service code 21 · EIN 15-0395735 | Bank Trustee | $27,451 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $7,200 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,521 | $63,924-6.9% | $108,579-45.2% | $55,167+7.9% |
| Participation rate | 95.6% | 74.3%+21.3pp | 79.6%+16.0pp | 69.0%+26.6pp |
| Annual return | 6.42% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,574 | $1,879+37.0% | $3,758-31.5% | $1,963+31.2% |
| Participant deferral / active EE | $3,144 | $3,067+2.5% | $4,311-27.1% | $3,054+2.9% |
| Admin fee / account holder | $275 | $618-55.5% | $7,645-96.4% | $504-45.4% |