Filed February 9, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $62,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,701 | $39,458-57.7% | $60,547-72.4% | $55,191-69.7% |
| Participation rate | 68.1% | 59.6%+8.5pp | 68.0%+0.1pp | 69.2%-1.1pp |
| Annual return | -0.96% | 3.35%-4.3pp | 335.64%-336.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $667 | $1,210-44.8% | $2,419-72.4% | $1,899-64.9% |
| Participant deferral / active EE | $881 | $2,140-58.8% | $3,328-73.5% | $3,046-71.1% |
| Admin fee / account holder | $39 | $95-59.1% | $4,536-99.1% | $91-57.1% |