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 | $74,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,629 | $84,784-17.9% | $98,439-29.3% | $74,419-6.4% |
| Participation rate | 88.2% | 81.5%+6.7pp | 75.2%+13.1pp | 70.7%+17.5pp |
| Annual return | 17.88% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,533 | $3,364-54.4% | $3,048-49.7% | $2,637-41.9% |
| Participant deferral / active EE | $3,889 | $5,218-25.5% | $4,738-17.9% | $4,528-14.1% |
| Admin fee / account holder | $236 | $204+15.5% | $8,948-97.4% | $348-32.1% |