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 ADVISORS4+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $115,123 |
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 | $56,833 | $75,388-24.6% | $123,544-54.0% | $55,725+2.0% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.3%+14.3pp | 70.9%+25.8pp |
| Annual return | -4.88% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,152 | $3,063-62.4% | $4,628-75.1% | $2,078-44.6% |
| Participant deferral / active EE | $6,547 | $5,651+15.9% | $6,426+1.9% | $3,356+95.1% |
| Admin fee / account holder | $263 | $120+119.5% | $9,284-97.2% | $115+128.2% |