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) | $17,848 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,704 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,342 | $51,466-2.2% | $78,778-36.1% | $62,292-19.2% |
| Participation rate | 43.8% | 59.8%-16.0pp | 69.2%-25.4pp | 69.5%-25.7pp |
| Annual return | 16.44% | 19.96%-3.5pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $319 | $827-61.5% | $1,986-84.0% | $2,042-84.4% |
| Participant deferral / active EE | $2,067 | $2,147-3.8% | $2,958-30.1% | $3,169-34.8% |
| Admin fee / account holder | $324 | $489-33.8% | $5,134-93.7% | $479-32.4% |