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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,008 |
Filed as: LEAVELL INVESTMENT MANAGEMENT Service code 26 · EIN 63-0771955 | Advisory (Participants) | $11,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $64,306 | $54,573+17.8% | $90,951-29.3% | $73,488-12.5% |
| Participation rate | 42.4% | 61.2%-18.8pp | 69.0%-26.6pp | 70.7%-28.3pp |
| Annual return | 17.91% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $223 | $991-77.5% | $2,122-89.5% | $2,270-90.2% |
| Participant deferral / active EE | $2,115 | $2,517-16.0% | $3,373-37.3% | $3,740-43.4% |
| Admin fee / account holder | $349 | $521-33.0% | $5,959-94.1% | $513-31.9% |