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 CAPITAL6 years Filed as: VICUS CAPITAL M WEISMAN Service code 15 476 ROLLING RIDGE DRIVE · STATE COLLEGE, PA 16801 | Recordkeeping | $23,991 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,575 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,515 | $76,050-65.1% | $96,544-72.5% | $71,457-62.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.6pp | 67.9%+31.6pp |
| Annual return | 13.99% | 22.81%-8.8pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $830 | $2,244-63.0% | $2,965-72.0% | $2,588-67.9% |
| Participant deferral / active EE | $2,581 | $4,215-38.8% | $4,851-46.8% | $4,289-39.8% |
| Admin fee / account holder | $128 | $2,707-95.3% | $8,252-98.5% | $1,587-92.0% |