Filed July 24, 2008
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 |
|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST10+ years Service code 21 · EIN 16-0373410 | Bank Trustee | $825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,516 | $50,815-55.7% | $155,509-85.5% | $77,643-71.0% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 12.30% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $943 | $1,993-52.7% | $4,672-79.8% | $2,726-65.4% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $437-99.7% | $15,912-100.0% | $430-99.6% |