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. LP2+ years Service code 28 · EIN 75-2978144 | Investment Management | $406,174 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $61,118 |
Filed as: PETER B CANNELL, INC. Service code 28 | Investment Management | $16,895 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 36-4169967 | Investment Management | $10,178 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -2.20% | 2.79%-5.0pp | 4.16%-6.4pp | 11.88%-14.1pp |
| Employer contribution / active EE | $22,804 | $10,530+116.6% | $29,966-23.9% | $14,612+56.1% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |