See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $31,136 |
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 | $36,831 | $57,108-35.5% | $94,224-60.9% | $52,331-29.6% |
| Participation rate | 87.2% | 72.9%+14.2pp | 78.8%+8.4pp | 68.1%+19.1pp |
| Annual return | -0.05% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,627 | $1,735-6.3% | $3,587-54.6% | $1,882-13.5% |
| Participant deferral / active EE | $2,645 | $3,040-13.0% | $4,320-38.8% | $3,022-12.5% |
| Admin fee / account holder | $242 | $546-55.7% | $6,269-96.1% | $592-59.1% |