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. LP3+ years Service code 28 · EIN 75-2978144 | Investment Management | $507,912 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $55,158 |
DOLAN MCENIRY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 36-4169967 | Investment Management | $7,930 |
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 12.23% | 9.14%+3.1pp | 8.32%+3.9pp | 10.41%+1.8pp |
| Employer contribution / active EE | $28,352 | $9,384+202.1% | $30,793-7.9% | $14,691+93.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |