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 ADVISORS6+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $86,661 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,722 | $69,362+52.4% | $101,248+4.4% | $73,488+43.9% |
| Participation rate | 95.9% | 68.4%+27.6pp | 75.8%+20.1pp | 70.7%+25.3pp |
| Annual return | 16.14% | 18.46%-2.3pp | 46.47%-30.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $8,766 | $2,628+233.5% | $3,660+139.5% | $2,270+286.1% |
| Participant deferral / active EE | $3,367 | $3,300+2.0% | $4,370-23.0% | $3,740-10.0% |
| Admin fee / account holder | $380 | $704-46.0% | $5,945-93.6% | $513-25.9% |