Filed March 29, 2006
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 |
|---|---|---|
Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $47,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,637 | $66,302-11.6% | $110,238-46.8% | $56,287+4.2% |
| Participation rate | 92.6% | 74.9%+17.6pp | 79.8%+12.7pp | 69.9%+22.7pp |
| Annual return | -6.49% | -1.18%-5.3pp | 314.74%-321.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $823 | $2,047-59.8% | $3,826-78.5% | $2,111-61.0% |
| Participant deferral / active EE | $4,580 | $3,381+35.5% | $4,672-2.0% | $3,350+36.7% |
| Admin fee / account holder | $349 | $698-50.0% | $8,547-95.9% | $521-33.0% |