Filed July 3, 2019
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 ADVISORS2+ years Filed as: FULTON BANK Service code 15 · EIN 23-1928421 | Recordkeeping | $46,672 |
TROUT EBERSOLE & GROFF LLP2+ years Filed as: TROUT, EBERSOLE & GROFF, LLP Service code 10 · EIN 23-1551315 | Accounting | $9,900 |
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 | $41,925 | $58,726-28.6% | $92,233-54.5% | $62,292-32.7% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.5%+12.1pp | 69.5%+19.1pp |
| Annual return | 14.33% | 43.62%-29.3pp | 176.28%-161.9pp | 28.90%-14.6pp |
| Employer contribution / active EE | $407 | $2,392-83.0% | $3,679-88.9% | $2,042-80.1% |
| Participant deferral / active EE | $2,711 | $2,766-2.0% | $3,897-30.4% | $3,169-14.5% |
| Admin fee / account holder | $281 | $556-49.4% | $5,194-94.6% | $479-41.3% |