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 NA4+ years Service code 21 · EIN 15-0395735 | Bank Trustee | $1,650 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,009 | $52,836+30.6% | $105,738-34.7% | $64,186+7.5% |
| Participation rate | 74.7% | 66.5%+8.2pp | 76.3%-1.6pp | 69.6%+5.1pp |
| Annual return | -3.78% | 14.30%-18.1pp | 6.27%-10.1pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,522 | $1,827-16.7% | $3,268-53.4% | $2,381-36.1% |
| Participant deferral / active EE | $4,079 | $2,545+60.2% | $4,0800% | $3,470+17.6% |
| Admin fee / account holder | $49 | $3,959-98.8% | $6,913-99.3% | $4,888-99.0% |