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 | $86,268 |
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 | $79,065 | $92,055-14.1% | $106,213-25.6% | $77,643+1.8% |
| Participation rate | 92.6% | 81.0%+11.6pp | 75.3%+17.3pp | 70.6%+22.0pp |
| Annual return | 11.76% | 17.91%-6.1pp | 116.14%-104.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,672 | $3,367-50.4% | $3,171-47.3% | $2,726-38.7% |
| Participant deferral / active EE | $4,151 | $5,386-22.9% | $5,016-17.2% | $4,647-10.7% |
| Admin fee / account holder | $280 | $219+27.9% | $11,033-97.5% | $430-34.9% |