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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,896 |
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 27 · EIN 63-0771955 | Advisory (Plan) | $14,803 |
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.)
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 | $43,635 | $30,599+42.6% | $74,583-41.5% | $57,658-24.3% |
| Participation rate | 29.8% | 49.1%-19.4pp | 68.1%-38.3pp | 70.2%-40.4pp |
| Annual return | 9.19% | 14.24%-5.0pp | 20.47%-11.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $180 | $1,000-82.0% | $2,525-92.9% | $1,974-90.9% |
| Participant deferral / active EE | $1,170 | $1,805-35.2% | $3,458-66.2% | $3,061-61.8% |
| Admin fee / account holder | $323 | $98+229.7% | $4,138-92.2% | $95+241.8% |