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 ADVISORS4 years Service code 15 · EIN 23-1928421 | Recordkeeping | $22,226 |
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 | $24,198 | $59,328-59.2% | $118,925-79.7% | $73,488-67.1% |
| Participation rate | 54.3% | 62.3%-8.0pp | 75.4%-21.0pp | 70.7%-16.3pp |
| Annual return | 18.52% | 19.13%-0.6pp | 35.88%-17.4pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,168 | $1,803-35.3% | $3,263-64.2% | $2,270-48.6% |
| Participant deferral / active EE | $1,973 | $2,604-24.2% | $4,265-53.7% | $3,740-47.2% |
| Admin fee / account holder | $201 | $600-66.5% | $6,581-96.9% | $513-60.8% |