Filed May 10, 2006 (most recent of 2 filings on file)
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 21 · EIN 16-0373410 | Bank Trustee | $58,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,022 | $93,131-18.4% | $106,548-28.6% | $86,799-12.4% |
| Participation rate | 86.5% | 81.4%+5.1pp | 76.1%+10.4pp | 72.3%+14.3pp |
| Annual return | 16.30% | 19.45%-3.2pp | 26.80%-10.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,515 | $2,895-47.7% | $2,819-46.2% | $2,405-37.0% |
| Participant deferral / active EE | $3,941 | $4,708-16.3% | $4,398-10.4% | $4,131-4.6% |
| Admin fee / account holder | $196 | $145+35.4% | $7,407-97.3% | $170+15.9% |