See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS1+ years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $28,701 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,600 | $63,114-43.6% | $92,893-61.7% | $65,185-45.4% |
| Participation rate | 90.1% | 68.8%+21.3pp | 76.0%+14.1pp | 70.2%+19.9pp |
| Annual return | 27.26% | 28.75%-1.5pp | 109.41%-82.2pp | 29.38%-2.1pp |
| Employer contribution / active EE | $8,725 | $2,571+239.4% | $3,653+138.9% | $2,177+300.9% |
| Participant deferral / active EE | $2,468 | $3,108-20.6% | $4,236-41.7% | $3,514-29.8% |
| Admin fee / account holder | $182 | $624-70.9% | $5,794-96.9% | $847-78.6% |