Filed November 9, 2005 (most recent of 5 filings on file)
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 ADVISORS2 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $69,281 |
BDO USA, LLP7 years Service code 10 · EIN 13-5381590 | Accounting | $37,704 |
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 | $150,113 | $160,882-6.7% | $200,582-25.2% | $102,872+45.9% |
| Participation rate | 98.1% | 91.2%+7.0pp | 86.9%+11.3pp | 73.0%+25.1pp |
| Annual return | 14.92% | 18.15%-3.2pp | 42.33%-27.4pp | 19.06%-4.1pp |
| Employer contribution / active EE | $4,117 | $5,602-26.5% | $6,419-35.9% | $3,526+16.8% |
| Participant deferral / active EE | $7,126 | $9,300-23.4% | $9,331-23.6% | $5,535+28.8% |
| Admin fee / account holder | $50 | $125-59.9% | $16,305-99.7% | $292-82.9% |