Filed March 15, 2012
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 |
|---|---|---|
VICUS CAPITAL1 year Filed as: VICUS CAPITAL M WEISMAN Service code 15 476 ROLLING RIDGE DRIVE · STATE COLLEGE, PA 16801 | Recordkeeping | $24,382 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,155 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,094 | $59,186-62.7% | $76,768-71.2% | $56,287-60.7% |
| Participation rate | 98.0% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | -5.31% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $592 | $1,759-66.3% | $2,485-76.2% | $2,111-72.0% |
| Participant deferral / active EE | $2,084 | $3,255-36.0% | $3,852-45.9% | $3,350-37.8% |
| Admin fee / account holder | $145 | $489-70.3% | $6,675-97.8% | $521-72.1% |