Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,084 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $68,402 |
Service code 49 · EIN 13-5674085 | Other Services | $29,726 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $152,506 | $155,795-2.1% | $136,294+11.9% | $69,631+119.0% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 13.79% | 232464.33%-232450.5pp | 5155.94%-5142.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $5,692 | $2,991+90.3% | $4,695+21.2% | $2,032+180.1% |
| Participant deferral / active EE | $8,755 | $5,394+62.3% | $6,247+40.1% | $3,224+171.6% |
| Admin fee / account holder | $224 | $128+74.3% | $9,243-97.6% | $110+102.4% |