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 NA3 years Service code 21 · EIN 15-0395735 | Bank Trustee | $20,649 |
WITHUMSMITH+BROWN, PC4+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $56,613 | $66,302-14.6% | $110,238-48.6% | $56,287+0.6% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.1pp |
| Annual return | -6.39% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,734 | $2,047+33.6% | $3,826-28.5% | $2,111+29.5% |
| Participant deferral / active EE | $3,334 | $3,381-1.4% | $4,672-28.6% | $3,350-0.5% |
| Admin fee / account holder | $184 | $698-73.7% | $8,547-97.8% | $521-64.7% |