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 ADVISORS2 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $93,886 |
Service code 10 · EIN 52-2334868 | Accounting | $8,100 |
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 | $33,539 | $46,423-27.8% | $75,886-55.8% | $67,579-50.4% |
| Participation rate | 49.0% | 63.1%-14.1pp | 69.3%-20.3pp | 71.3%-22.3pp |
| Annual return | 22.58% | 32.29%-9.7pp | 30.76%-8.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,500-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $981 | $2,564-61.7% | $3,603-72.8% | $3,539-72.3% |
| Admin fee / account holder | $107 | $132-18.5% | $5,418-98.0% | $142-24.6% |