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 ADVISORS3+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $93,337 |
Service code 10 · EIN 52-2334868 | Accounting | $7,500 |
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 | $24,913 | $44,059-43.5% | $71,671-65.2% | $69,631-64.2% |
| Participation rate | 53.1% | 60.8%-7.7pp | 68.7%-15.7pp | 70.7%-17.6pp |
| Annual return | 16.28% | 21.97%-5.7pp | 20.65%-4.4pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $417 | $1,305-68.0% | $2,460-83.0% | $2,032-79.5% |
| Participant deferral / active EE | $999 | $2,370-57.8% | $3,438-70.9% | $3,224-69.0% |
| Admin fee / account holder | $97 | $108-10.1% | $5,558-98.3% | $110-12.4% |