Filed December 8, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 15 · EIN 23-1928421 | Recordkeeping | $29,356 |
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 | $55,852 | $80,177-30.3% | $123,892-54.9% | $57,658-3.1% |
| Participation rate | 84.3% | 74.4%+9.9pp | 81.4%+2.9pp | 70.2%+14.1pp |
| Annual return | 9.23% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $874 | $2,913-70.0% | $4,617-81.1% | $1,974-55.7% |
| Participant deferral / active EE | $5,000 | $5,130-2.5% | $5,984-16.5% | $3,061+63.4% |
| Admin fee / account holder | $80 | $106-24.8% | $8,357-99.0% | $95-15.4% |