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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,859 |
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 26 · EIN 63-0771955 | Advisory (Participants) | $12,237 |
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).
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 | $52,703 | $49,138+7.3% | $84,015-37.3% | $65,185-19.1% |
| Participation rate | 45.9% | 60.7%-14.8pp | 69.0%-23.1pp | 70.2%-24.3pp |
| Annual return | 21.52% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $313 | $914-65.7% | $1,983-84.2% | $2,177-85.6% |
| Participant deferral / active EE | $2,082 | $2,397-13.1% | $3,239-35.7% | $3,514-40.7% |
| Admin fee / account holder | $343 | $543-36.9% | $6,101-94.4% | $847-59.5% |