Filed July 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $35,569 |
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 21 · EIN 16-0373410 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,548 | $71,802+112.5% | $133,980+13.9% | $57,658+164.6% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.1%+6.9pp | 70.2%+23.7pp |
| Annual return | 9.70% | 13.51%-3.8pp | 29.30%-19.6pp | 5.13%+4.6pp |
| Employer contribution / active EE | $7,963 | $3,161+151.9% | $5,211+52.8% | $1,974+303.5% |
| Participant deferral / active EE | $3,872 | $4,606-15.9% | $6,282-38.4% | $3,061+26.5% |
| Admin fee / account holder | $73 | $88-16.8% | $9,324-99.2% | $95-22.9% |