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 ADVISORS2 years Filed as: FULTON BANK N.A Service code 15 · EIN 23-1928421 | Recordkeeping | $58,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,347 | $55,371+97.5% | $95,585+14.4% | $74,304+47.2% |
| Participation rate | 90.6% | 53.8%+36.7pp | 72.1%+18.5pp | 60.3%+30.2pp |
| Annual return | 17.37% | 24.26%-6.9pp | 38.56%-21.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,308 | $1,437+60.6% | $2,527-8.6% | $2,241+3.0% |
| Participant deferral / active EE | $8,495 | $2,955+187.5% | $4,023+111.2% | $3,767+125.5% |
| Admin fee / account holder | $375 | $2,620-85.7% | $6,127-93.9% | $2,969-87.4% |