Filed October 29, 2025
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 3-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $39,845 |
FOCUSED WEALTH MANAGEMENT3+ years Service code 21 216 ROUTE 299 · HIGHLAND, NY 12528 | Bank Trustee | $7,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,202 | $50,982-78.0% | $154,803-92.8% | $85,563-86.9% |
| Participation rate | 74.8% | 59.8%+15.1pp | 78.1%-3.2pp | 66.0%+8.9pp |
| Annual return | 17.08% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,488 | $1,708+104.2% | $4,305-19.0% | $2,654+31.4% |
| Participant deferral / active EE | $1,010 | $2,474-59.2% | $5,540-81.8% | $4,375-76.9% |
| Admin fee / account holder | $85 | $846-90.0% | $14,329-99.4% | $834-89.8% |