Filed June 17, 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 |
|---|---|---|
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 27 · EIN 63-0771955 | Advisory (Plan) | $15,038 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $14,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,148 | $31,109+38.7% | $67,711-36.3% | $52,331-17.5% |
| Participation rate | 29.7% | 54.0%-24.3pp | 67.5%-37.8pp | 68.1%-38.4pp |
| Annual return | -0.31% | 23.70%-24.0pp | 25.41%-25.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $183 | $1,076-83.0% | $2,559-92.9% | $1,882-90.3% |
| Participant deferral / active EE | $1,194 | $1,970-39.4% | $3,585-66.7% | $3,022-60.5% |
| Admin fee / account holder | $355 | $466-23.7% | $4,255-91.6% | $592-39.9% |