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 8-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 ADVISORS1+ years Filed as: FULTON BANK Service code 20 · EIN 23-3037647 | Investment advisory (plan); Trustee (... | $91,362 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 52-0969822 | Actuarial | $24,751 |
RKL LLP1+ years Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $4,750 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -4.93% | -2.03%-2.9pp | -1.61%-3.3pp | -7.14%+2.2pp |
| Employer contribution / active EE | $10,620 | $10,054+5.6% | $30,840-65.6% | $14,613-27.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |