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 ADVISORS6 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $82,783 |
Service code 10 · EIN 52-2334868 | Accounting | $11,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $55,556 | $49,693+11.8% | $70,515-21.2% | $74,419-25.3% |
| Participation rate | 37.8% | 64.7%-26.8pp | 68.3%-30.5pp | 70.7%-32.9pp |
| Annual return | 17.18% | 21.22%-4.0pp | 32.77%-15.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $196 | $1,773-88.9% | $2,973-93.4% | $2,637-92.6% |
| Participant deferral / active EE | $1,558 | $3,376-53.9% | $4,567-65.9% | $4,528-65.6% |
| Admin fee / account holder | $124 | $316-60.9% | $6,412-98.1% | $348-64.5% |