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 ADVISORS4 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $96,748 |
Service code 10 · EIN 52-2334868 | Accounting | $9,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,680 | $58,347-13.1% | $85,682-40.9% | $86,799-41.6% |
| Participation rate | 41.8% | 64.9%-23.1pp | 69.9%-28.0pp | 72.3%-30.5pp |
| Annual return | 10.08% | 18.43%-8.4pp | 21.49%-11.4pp | 97.91%-87.8pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,175 | $3,065-61.7% | $3,923-70.0% | $4,131-71.6% |
| Admin fee / account holder | $127 | $147-14.1% | $6,873-98.2% | $170-25.3% |