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 ADVISORS2+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $93,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,374 | $74,024+27.5% | $77,999+21.0% | $57,658+63.7% |
| Participation rate | 75.3% | 79.7%-4.4pp | 75.5%-0.2pp | 70.2%+5.1pp |
| Annual return | 6.31% | 12.14%-5.8pp | 425.96%-419.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,451 | $2,365-38.6% | $2,470-41.2% | $1,974-26.5% |
| Participant deferral / active EE | $2,983 | $3,533-15.6% | $3,497-14.7% | $3,061-2.5% |
| Admin fee / account holder | $342 | $93+267.2% | $5,480-93.8% | $95+262.0% |