See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS5+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $30,886 |
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 | $49,736 | $63,114-21.2% | $92,893-46.5% | $65,185-23.7% |
| Participation rate | 92.5% | 68.8%+23.7pp | 76.0%+16.5pp | 70.2%+22.3pp |
| Annual return | 24.11% | 28.75%-4.6pp | 109.41%-85.3pp | 29.38%-5.3pp |
| Employer contribution / active EE | $780 | $2,571-69.7% | $3,653-78.7% | $2,177-64.2% |
| Participant deferral / active EE | $5,572 | $3,108+79.3% | $4,236+31.5% | $3,514+58.6% |
| Admin fee / account holder | $187 | $624-70.0% | $5,794-96.8% | $847-77.9% |