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 ADVISORS7 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $62,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,019 | $88,083-17.1% | $164,813-55.7% | $74,495-2.0% |
| Participation rate | 85.2% | 73.0%+12.1pp | 78.6%+6.6pp | 67.2%+18.0pp |
| Annual return | 14.36% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,669 | $2,593-35.6% | $4,341-61.5% | $2,623-36.4% |
| Participant deferral / active EE | $5,216 | $4,498+16.0% | $6,031-13.5% | $4,346+20.0% |
| Admin fee / account holder | $357 | $2,234-84.0% | $12,690-97.2% | $1,942-81.6% |