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 |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 28 · EIN 36-4500709 | Investment Management | $544,198 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 21 · EIN 36-2085229 | Bank Trustee | $53,914 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 36-4169967 | Investment Management | $7,899 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 8.83% | 7.29%+1.5pp | 8.09%+0.7pp | 8.23%+0.6pp |
| Employer contribution / active EE | $69,308 | $9,761+610.0% | $28,732+141.2% | $13,859+400.1% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |