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 | $74,030 |
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 | $62,412 | $81,908-23.8% | $90,749-31.2% | $64,808-3.7% |
| Participation rate | 81.7% | 80.5%+1.3pp | 75.7%+6.0pp | 71.5%+10.3pp |
| Annual return | -17.57% | -12.53%-5.0pp | -12.16%-5.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,511 | $3,065-50.7% | $2,921-48.3% | $2,506-39.7% |
| Participant deferral / active EE | $3,979 | $4,840-17.8% | $4,564-12.8% | $4,310-7.7% |
| Admin fee / account holder | $244 | $157+55.0% | $8,445-97.1% | $188+29.7% |