See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $71,731 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW, LLP Service code 10 · EIN 39-0859910 | Accounting | $0 |
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 | $56,592 | $67,703-16.4% | $127,761-55.7% | $65,185-13.2% |
| Participation rate | 98.3% | 74.5%+23.8pp | 79.0%+19.3pp | 70.2%+28.1pp |
| Annual return | 20.32% | 24.36%-4.0pp | 26.14%-5.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $3,165 | $3,724-15.0% | $4,574-30.8% | $2,177+45.4% |
| Participant deferral / active EE | $2,327 | $4,787-51.4% | $6,021-61.3% | $3,514-33.8% |
| Admin fee / account holder | $160 | $618-74.2% | $9,395-98.3% | $847-81.2% |