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 ADVISORS6+ years Service code 28 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $26,939 |
HARPER DANESH LLC6+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $15,120 |
NBT BANCORP NA6+ years Filed as: NBT BANK Service code 26 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Advisory (Participants) | $8,940 |
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.
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 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 8.01% | 34.46%-26.5pp | 32.30%-24.3pp | 24.42%-16.4pp |
| Employer contribution / active EE | $173,125 | $35,995+381.0% | $33,955+409.9% | $41,338+318.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |