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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,029 |
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 27 · EIN 63-0771955 | Advisory (Plan) | $11,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,820 | $42,548-4.1% | $74,550-45.2% | $56,287-27.5% |
| Participation rate | 45.1% | 60.5%-15.4pp | 69.1%-24.1pp | 69.9%-24.8pp |
| Annual return | -5.67% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $317 | $855-62.9% | $1,961-83.8% | $2,111-85.0% |
| Participant deferral / active EE | $1,966 | $2,277-13.7% | $3,108-36.7% | $3,350-41.3% |
| Admin fee / account holder | $258 | $467-44.8% | $5,060-94.9% | $521-50.5% |