Filed April 10, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $386,511 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $115,845 |
INVESCO1 year Service code 28 · EIN 98-0557567 | Investment Management | $65,877 |
AEW CAPITAL MANAGEMENT1 year Service code 28 TWO SEAPORT LANE · BOSTON, MA 022102021 | Investment Management | $52,029 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $23,407 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $17,299 |
Service code 59 · EIN 13-2624428 | Shareholder Servicing | $0 |
See 1 actuary disclosure with Solo.
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.19% | 13.03%+4.2pp | 10.36%+6.8pp | 23.90%-6.7pp |
| Employer contribution / active EE | $22,523 | $15,779+42.7% | $37,738-40.3% | $16,539+36.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |