Filed February 22, 2006
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 |
|---|---|---|
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 27 1150 PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Plan) | $12,283 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,823 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,255 |
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 | $64,505 | $102,317-37.0% | $146,958-56.1% | $80,856-20.2% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 17.88% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,776 | $3,713-52.2% | $4,933-64.0% | $2,755-35.5% |
| Participant deferral / active EE | $4,706 | $6,644-29.2% | $8,070-41.7% | $4,296+9.5% |
| Admin fee / account holder | $207 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |