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 ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $72,471 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW, LLP Service code 10 · EIN 39-0859910 | Accounting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,939 | $72,554-16.0% | $138,135-55.9% | $73,488-17.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 78.7%+20.4pp | 70.7%+28.5pp |
| Annual return | 11.67% | 17.50%-5.8pp | 20.51%-8.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $3,244 | $3,511-7.6% | $5,587-41.9% | $2,270+42.9% |
| Participant deferral / active EE | $2,397 | $4,908-51.2% | $6,431-62.7% | $3,740-35.9% |
| Admin fee / account holder | $172 | $464-63.0% | $11,856-98.5% | $513-66.5% |