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 CAPITAL2 years Filed as: VICUS CAPITAL M WEISMAN Service code 13 476 ROLLING RIDGE DRIVE · STATE COLLEGE, PA 16801 | Contract Administrator | $24,760 |
PAYCHEX, INC.5+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $19,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,939 | $65,376-57.3% | $87,100-67.9% | $65,185-57.1% |
| Participation rate | 99.5% | 75.3%+24.1pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 15.27% | 31.27%-16.0pp | 28.19%-12.9pp | 29.38%-14.1pp |
| Employer contribution / active EE | $639 | $1,822-65.0% | $2,521-74.7% | $2,177-70.7% |
| Participant deferral / active EE | $2,121 | $3,388-37.4% | $4,049-47.6% | $3,514-39.6% |
| Admin fee / account holder | $177 | $520-65.9% | $7,497-97.6% | $847-79.1% |