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 7-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 |
|---|---|---|
ALESCO ADVISORS5+ years Service code 28 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $29,717 |
HARPER DANESH LLC5+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $15,120 |
NBT BANCORP NA5+ years Filed as: NBT BANK Service code 26 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Advisory (Participants) | $9,856 |
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.
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 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -15.68% | -41.91%+26.2pp | -38.85%+23.2pp | -14.65%-1.0pp |
| Employer contribution / active EE | $4,444 | $40,094-88.9% | $37,752-88.2% | $46,320-90.4% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |