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 CAPITAL3 years Filed as: VICUS CAPITAL M WEISMAN Service code 15 476 ROLLING RIDGE DRIVE · STATE COLLEGE, PA 16801 | Recordkeeping | $25,825 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,007 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,471 | $73,638-60.0% | $95,952-69.3% | $73,488-59.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.58% | 16.78%-5.2pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $640 | $1,863-65.7% | $2,541-74.8% | $2,270-71.8% |
| Participant deferral / active EE | $2,137 | $3,617-40.9% | $4,167-48.7% | $3,740-42.9% |
| Admin fee / account holder | $170 | $482-64.8% | $6,795-97.5% | $513-66.9% |