Filed May 28, 2025
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 |
|---|---|---|
Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $33,097 |
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 | $37,325 | $47,977-22.2% | $154,107-75.8% | $56,287-33.7% |
| Participation rate | 58.6% | 66.2%-7.6pp | 83.0%-24.4pp | 69.9%-11.3pp |
| Annual return | -4.36% | 3.54%-7.9pp | 735.12%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $905 | $2,169-58.3% | $5,298-82.9% | $2,111-57.2% |
| Participant deferral / active EE | $1,596 | $2,392-33.3% | $5,081-68.6% | $3,350-52.4% |
| Admin fee / account holder | $202 | $438-53.9% | $13,411-98.5% | $521-61.3% |