Filed November 22, 2005
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 Service code 15 · EIN 23-1928421 | Recordkeeping | $24,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,180 | $39,859-54.4% | $78,689-76.9% | $57,658-68.5% |
| Participation rate | 69.4% | 66.1%+3.3pp | 73.6%-4.2pp | 70.2%-0.8pp |
| Annual return | 9.51% | 18.96%-9.5pp | 62.18%-52.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,224 | $1,786-31.4% | $2,851-57.0% | $1,974-38.0% |
| Participant deferral / active EE | $1,413 | $2,248-37.1% | $3,517-59.8% | $3,061-53.8% |
| Admin fee / account holder | $65 | $76-14.3% | $4,510-98.6% | $95-30.9% |