See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS4 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $7,904 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,615 | $77,660+101.7% | $109,143+43.5% | $79,386+97.3% |
| Participation rate | 85.0% | 67.8%+17.2pp | 75.9%+9.1pp | 70.7%+14.3pp |
| Annual return | 16.34% | 23.44%-7.1pp | 25.75%-9.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $780 | $2,797-72.1% | $3,722-79.0% | $2,427-67.9% |
| Participant deferral / active EE | $3,970 | $3,518+12.9% | $4,653-14.7% | $4,046-1.9% |
| Admin fee / account holder | $41 | $732-94.4% | $6,752-99.4% | $626-93.5% |