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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $101,805 |
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 | $58,093 | $155,795-62.7% | $136,294-57.4% | $69,631-16.6% |
| Participation rate | 92.8% | 75.2%+17.5pp | 81.9%+10.8pp | 70.7%+22.1pp |
| Annual return | 19.19% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,005 | $2,991-66.4% | $4,695-78.6% | $2,032-50.5% |
| Participant deferral / active EE | $5,688 | $5,394+5.5% | $6,247-9.0% | $3,224+76.4% |
| Admin fee / account holder | $230 | $128+79.6% | $9,243-97.5% | $110+108.6% |