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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.
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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 Filed as: NBT BANK NA Service code 21 · EIN 16-1268674 | Bank Trustee | $13,032 |
CHARLES SCHWAB & CO., INC.7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,712 | $64,119-25.6% | $112,228-57.5% | $66,914-28.7% |
| Participation rate | 78.0% | 68.5%+9.5pp | 75.1%+2.9pp | 69.8%+8.2pp |
| Annual return | -17.70% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,309 | $3,005-23.2% | $3,635-36.5% | $2,544-9.3% |
| Participant deferral / active EE | $4,016 | $3,693+8.7% | $4,728-15.1% | $4,237-5.2% |
| Admin fee / account holder | $62 | $625-90.1% | $6,410-99.0% | $593-89.5% |