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 NA6+ years Service code 21 · EIN 15-0395735 | Bank Trustee | $750 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $106,314 | $64,324+65.3% | $118,925-10.6% | $79,858+33.1% |
| Participation rate | 72.8% | 64.9%+8.0pp | 75.4%-2.5pp | 69.6%+3.2pp |
| Annual return | 15.13% | 86.45%-71.3pp | 35.88%-20.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,490 | $1,836-18.9% | $3,263-54.3% | $2,471-39.7% |
| Participant deferral / active EE | $4,033 | $2,824+42.8% | $4,265-5.4% | $3,740+7.8% |
| Admin fee / account holder | $9 | $4,040-99.8% | $6,581-99.9% | $5,306-99.8% |