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 |
|---|---|---|
FULTON FINANCIAL ADVISORS4 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $59,732 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,157 | $93,182-19.3% | $146,665-48.8% | $79,386-5.3% |
| Participation rate | 95.0% | 76.4%+18.6pp | 80.1%+15.0pp | 70.7%+24.3pp |
| Annual return | 15.35% | 21.61%-6.3pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $443 | $2,420-81.7% | $4,136-89.3% | $2,427-81.7% |
| Participant deferral / active EE | $4,927 | $4,169+18.2% | $5,506-10.5% | $4,046+21.8% |
| Admin fee / account holder | $265 | $585-54.7% | $10,280-97.4% | $626-57.7% |