See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1+ years Filed as: FEDERATED CLOVER Service code 21 · EIN 23-2831446 400 MERIDIAN CENTRE · ROCHESTER, NY 14618 | Bank Trustee | $22,043 |
HARPER DANESH LLC1+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $18,390 |
NBT BANCORP NA1+ years Filed as: NBT BANK Service code 26 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Advisory (Participants) | $13,543 |
ALESCO ADVISORS1+ years Service code 21 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Bank Trustee | $11,504 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -4.52% | -1.80%-2.7pp | -2.00%-2.5pp | -7.14%+2.6pp |
| Employer contribution / active EE | $2,727 | $14,777-81.5% | $34,470-92.1% | $14,613-81.3% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |