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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $29,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,180 | $46,100-51.9% | $86,590-74.4% | $69,631-68.1% |
| Participation rate | 68.1% | 67.2%+0.9pp | 73.5%-5.5pp | 70.7%-2.6pp |
| Annual return | 18.99% | 21.02%-2.0pp | 964.84%-945.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,173 | $1,850-36.6% | $2,839-58.7% | $2,032-42.3% |
| Participant deferral / active EE | $1,539 | $2,432-36.7% | $3,609-57.4% | $3,224-52.3% |
| Admin fee / account holder | $85 | $94-9.1% | $4,906-98.3% | $110-22.8% |