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 ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $181,487 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,059 | $56,443+18.8% | $83,848-20.0% | $55,725+20.3% |
| Participation rate | 89.5% | 72.0%+17.5pp | 76.1%+13.3pp | 70.9%+18.6pp |
| Annual return | -5.80% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $6,240 | $2,682+132.7% | $3,631+71.9% | $2,078+200.3% |
| Participant deferral / active EE | $2,529 | $2,965-14.7% | $4,082-38.0% | $3,356-24.6% |
| Admin fee / account holder | $265 | $156+69.4% | $5,478-95.2% | $115+129.7% |