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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 ADVISORS8 years Service code 15 · EIN 23-1928421 | Recordkeeping | $53,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,211 | $59,417-8.8% | $93,606-42.1% | $74,495-27.2% |
| Participation rate | 85.4% | 59.7%+25.7pp | 68.7%+16.7pp | 67.2%+18.2pp |
| Annual return | 13.13% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,929 | $3,050+28.8% | $4,411-10.9% | $4,346-9.6% |
| Admin fee / account holder | $395 | $3,021-86.9% | $8,285-95.2% | $1,942-79.6% |