Filed May 28, 2025
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.
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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 ADVISORS5 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $34,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,154 | $65,061-64.4% | $143,757-83.9% | $66,914-65.4% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.5pp | 69.8%+14.1pp |
| Annual return | -15.00% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,666 | $2,361-29.4% | $4,951-66.4% | $2,544-34.5% |
| Participant deferral / active EE | $2,626 | $2,919-10.0% | $5,637-53.4% | $4,237-38.0% |
| Admin fee / account holder | $122 | $502-75.7% | $14,673-99.2% | $593-79.5% |