Filed October 29, 2025
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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.
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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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $15,731 |
FOCUSED WEALTH MANAGEMENT2+ years Service code 21 216 ROUTE 299 · HIGHLAND, NY 12528 | Bank Trustee | $2,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,670 | $50,815-82.9% | $155,509-94.4% | $77,643-88.8% |
| Participation rate | 64.6% | 63.1%+1.5pp | 78.2%-13.6pp | 70.6%-6.0pp |
| Annual return | 276.05% | 34.80%+241.2pp | 64.67%+211.4pp | 31.24%+244.8pp |
| Employer contribution / active EE | $1,073 | $1,993-46.1% | $4,672-77.0% | $2,726-60.6% |
| Participant deferral / active EE | $911 | $2,822-67.7% | $5,626-83.8% | $4,647-80.4% |
| Admin fee / account holder | $50 | $437-88.4% | $15,912-99.7% | $430-88.3% |