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) | $18,277 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,920 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,500 |
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 | $61,603 | $100,923-39.0% | $150,045-58.9% | $74,304-17.1% |
| Participation rate | 78.2% | 70.1%+8.1pp | 82.3%-4.2pp | 60.3%+17.8pp |
| Annual return | 6.34% | 51.77%-45.4pp | 62.55%-56.2pp | 29.43%-23.1pp |
| Employer contribution / active EE | $1,809 | $3,463-47.8% | $4,693-61.5% | $2,241-19.3% |
| Participant deferral / active EE | $4,861 | $6,709-27.5% | $7,997-39.2% | $3,767+29.0% |
| Admin fee / account holder | $248 | $2,767-91.0% | $13,435-98.2% | $2,969-91.7% |