Filed March 10, 2015
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 Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $15,810 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,258 | $54,320-70.1% | $67,652-76.0% | $52,331-68.9% |
| Participation rate | 92.1% | 73.6%+18.5pp | 75.7%+16.4pp | 68.1%+24.0pp |
| Annual return | 8.50% | 6.81%+1.7pp | 6625.04%-6616.5pp | 4.54%+4.0pp |
| Employer contribution / active EE | $253 | $1,544-83.6% | $2,266-88.8% | $1,882-86.6% |
| Participant deferral / active EE | $1,540 | $2,950-47.8% | $3,560-56.7% | $3,022-49.0% |
| Admin fee / account holder | $90 | $527-82.9% | $4,821-98.1% | $592-84.8% |