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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.
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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 ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $43,498 |
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 | $38,255 | $49,138-22.1% | $84,015-54.5% | $65,185-41.3% |
| Participation rate | 86.4% | 60.7%+25.7pp | 69.0%+17.4pp | 70.2%+16.2pp |
| Annual return | 22.03% | 23.00%-1.0pp | 71.31%-49.3pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,585 | $2,397+7.8% | $3,239-20.2% | $3,514-26.4% |
| Admin fee / account holder | $290 | $543-46.6% | $6,101-95.2% | $847-65.8% |