Filed April 23, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $66,120 |
NBT BANCORP NA7 years Filed as: NBT BANK, N.A. Service code 27 · EIN 16-1268674 | Advisory (Plan) | $21,538 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX SETTLEMENT & CLEARANCE SVS Service code 49 · EIN 20-1591048 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,998 | $131,799-23.4% | $200,582-49.6% | $85,563+18.0% |
| Participation rate | 99.1% | 87.9%+11.2pp | 86.9%+12.2pp | 66.0%+33.2pp |
| Annual return | 12.43% | 21.59%-9.2pp | 42.33%-29.9pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,516 | $4,532-44.5% | $6,419-60.8% | $2,654-5.2% |
| Participant deferral / active EE | $4,858 | $7,702-36.9% | $9,331-47.9% | $4,375+11.0% |
| Admin fee / account holder | $180 | $235-23.2% | $16,305-98.9% | $834-78.4% |