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 |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $83,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,467 | $48,277-49.3% | $63,517-61.5% | $55,191-55.7% |
| Participation rate | 99.5% | 69.4%+30.1pp | 71.0%+28.4pp | 69.2%+30.3pp |
| Annual return | 0.46% | 2.37%-1.9pp | -70.30%+70.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,391 | $1,592-12.6% | $2,322-40.1% | $1,899-26.8% |
| Participant deferral / active EE | $1,678 | $2,432-31.0% | $2,953-43.2% | $3,046-44.9% |
| Admin fee / account holder | $69 | $86-20.3% | $5,892-98.8% | $91-24.5% |