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 |
|---|---|---|
Filed as: FULTON FINANCIAL ADVISOR Service code 15 · EIN 23-1928421 | Recordkeeping | $26,527 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,229 | $73,638-42.7% | $95,952-56.0% | $73,488-42.5% |
| Participation rate | 75.9% | 76.2%-0.2pp | 77.1%-1.2pp | 70.7%+5.2pp |
| Annual return | 22.69% | 16.78%+5.9pp | 91.61%-68.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $222 | $1,863-88.1% | $2,541-91.3% | $2,270-90.2% |
| Participant deferral / active EE | $3,735 | $3,617+3.3% | $4,167-10.4% | $3,740-0.1% |
| Admin fee / account holder | $124 | $482-74.3% | $6,795-98.2% | $513-75.8% |