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 ADVISORS2+ years Filed as: FULTON BANK Service code 20 · EIN 23-3037647 | Investment advisory (plan); Trustee (... | $64,826 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 52-0969822 | Actuarial | $51,126 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $6,900 |
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.
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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 3.58% | 3.12%+0.5pp | 4.16%-0.6pp | 4.56%-1.0pp |
| Employer contribution / active EE | $17,024 | $10,957+55.4% | $29,966-43.2% | $15,526+9.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |