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 SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $51,243 |
FREED MAXICK CPAS PC1 year Service code 10 · EIN 45-4051133 | Accounting | $33,650 |
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 21 · EIN 16-0373410 | Bank Trustee | $0 |
Annual investment return 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 | $164,880 | $81,537+102.2% | $149,718+10.1% | $69,631+136.8% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.5pp | 70.7%+23.9pp |
| Annual return | 14.33% | 22.79%-8.5pp | 1501.63%-1487.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $7,146 | $3,239+120.6% | $5,445+31.2% | $2,032+251.6% |
| Participant deferral / active EE | $4,148 | $4,994-17.0% | $6,569-36.9% | $3,224+28.7% |
| Admin fee / account holder | $160 | $107+49.3% | $11,283-98.6% | $110+44.5% |