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 NA5 years Service code 10 · EIN 15-0395735 | Accounting | $31,246 |
CHARLES SCHWAB & CO., INC.6+ 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 | $80,376 | $81,474-1.3% | $133,956-40.0% | $73,488+9.4% |
| Participation rate | 97.6% | 76.4%+21.2pp | 79.8%+17.7pp | 70.7%+26.9pp |
| Annual return | 14.29% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,216 | $2,209-45.0% | $3,919-69.0% | $2,270-46.4% |
| Participant deferral / active EE | $3,909 | $3,786+3.2% | $5,048-22.6% | $3,740+4.5% |
| Admin fee / account holder | $198 | $713-72.3% | $8,927-97.8% | $513-61.5% |