Filed July 15, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
FISCHER & CO. LP1+ years Service code 28 · EIN 75-2978144 | Investment Management | $399,202 |
PETER B. CANNELL AND COMPANY, INC.1+ years Filed as: PETER B CANNELL, INC Service code 28 · EIN 13-3346990 | Investment Management | $74,114 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $59,611 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 36-4169967 | Investment Management | $10,520 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.29% | -1.83%+0.5pp | -1.61%+0.3pp | 2.81%-4.1pp |
| Employer contribution / active EE | $14,336 | $9,208+55.7% | $30,840-53.5% | $16,358-12.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |