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 CAPITAL4 years Filed as: VICUS CAPITAL M WEISMAN Service code 15 476 ROLLING RIDGE DRIVE · STATE COLLEGE, PA 16801 | Recordkeeping | $28,248 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,904 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,676 | $84,936-62.7% | $111,297-71.5% | $79,386-60.1% |
| Participation rate | 99.4% | 75.9%+23.6pp | 77.3%+22.1pp | 70.7%+28.7pp |
| Annual return | 9.86% | 17.45%-7.6pp | 54.65%-44.8pp | 116.85%-107.0pp |
| Employer contribution / active EE | $667 | $1,979-66.3% | $2,731-75.6% | $2,427-72.5% |
| Participant deferral / active EE | $2,228 | $3,888-42.7% | $4,487-50.4% | $4,046-44.9% |
| Admin fee / account holder | $175 | $537-67.4% | $7,964-97.8% | $626-72.0% |