Filed August 31, 2000
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 |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $84,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,565 | $53,412+151.9% | $68,509+96.4% | $52,331+157.1% |
| Participation rate | 83.7% | 71.7%+12.1pp | 74.7%+9.0pp | 68.1%+15.6pp |
| Annual return | 14.11% | 3.42%+10.7pp | 8.27%+5.8pp | 4.54%+9.6pp |
| Employer contribution / active EE | $1,556 | $1,607-3.2% | $2,278-31.7% | $1,882-17.3% |
| Participant deferral / active EE | $3,162 | $2,688+17.6% | $3,382-6.5% | $3,022+4.6% |
| Admin fee / account holder | $439 | $461-4.7% | $5,275-91.7% | $592-25.8% |