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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $4,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,374 | $75,284+38.6% | $91,001+14.7% | $69,631+49.9% |
| Participation rate | 73.1% | 80.4%-7.3pp | 75.6%-2.5pp | 70.7%+2.5pp |
| Annual return | 17.61% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,554 | $2,473-37.2% | $2,456-36.7% | $2,032-23.5% |
| Participant deferral / active EE | $3,092 | $3,700-16.4% | $3,547-12.8% | $3,224-4.1% |
| Admin fee / account holder | $366 | $111+230.9% | $5,417-93.2% | $110+231.4% |