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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 |
|---|---|---|
Filed as: EPIC RETIREMENT SERVICES Service code 14 · EIN 16-1450952 | Plan Administrator | $97,193 |
NBT BANCORP NA1 year Filed as: NBT BANCORP, INC. Service code 21 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Bank Trustee | $5,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,659 | $81,357+2.8% | $75,972+10.1% | $199,593-58.1% |
| Participation rate | 18.0% | 69.9%-51.9pp | 69.1%-51.0pp | 72.0%-54.0pp |
| Annual return | 12.01% | 16.32%-4.3pp | 359.55%-347.5pp | 34.25%-22.2pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,140 | $4,710-75.8% | $4,255-73.2% | $5,087-77.6% |
| Admin fee / account holder | $266 | $144+83.8% | $6,467-95.9% | $269-1.2% |