Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 28 · EIN 36-4500709 | Investment Management | $505,516 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 21 · EIN 36-2085229 | Bank Trustee | $51,261 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF JND, P.C. Service code 10 · EIN 04-3138777 | Accounting | $17,337 |
DOLAN MCENIRY CAPITAL MANAGEMENT9+ years Service code 28 · EIN 36-4169967 | Investment Management | $7,434 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 14.80% | 14.18%+0.6pp | 20.18%-5.4pp | 9.89%+4.9pp |
| Employer contribution / active EE | $49,718 | $10,771+361.6% | $29,108+70.8% | $14,313+247.4% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |