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 ADVISORS5 years Service code 15 · EIN 23-1928421 | Recordkeeping | $24,402 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,608 | $73,638-48.9% | $95,952-60.8% | $73,488-48.8% |
| Participation rate | 87.3% | 76.2%+11.1pp | 77.1%+10.2pp | 70.7%+16.6pp |
| Annual return | 17.15% | 16.78%+0.4pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $314 | $1,863-83.2% | $2,541-87.6% | $2,270-86.2% |
| Participant deferral / active EE | $1,851 | $3,617-48.8% | $4,167-55.6% | $3,740-50.5% |
| Admin fee / account holder | $44 | $482-90.9% | $6,795-99.4% | $513-91.5% |