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 26 · EIN 63-0771955 | Advisory (Participants) | $23,138 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,326 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,059 | $54,701+4.3% | $86,188-33.8% | $71,457-20.1% |
| Participation rate | 46.2% | 60.1%-14.0pp | 69.0%-22.8pp | 67.9%-21.8pp |
| Annual return | 16.26% | 20.06%-3.8pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $569 | $1,265-55.0% | $2,380-76.1% | $2,588-78.0% |
| Participant deferral / active EE | $3,075 | $3,108-1.1% | $3,985-22.8% | $4,289-28.3% |
| Admin fee / account holder | $331 | $1,922-82.8% | $6,852-95.2% | $1,587-79.2% |