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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 13 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Contract Administrator | $0 |
PENSION REVIEW SERVICES1+ years Service code 14 · EIN 62-1678841 8828 ROYAL SWAN LN · DARIEN, IL 60561 | Plan Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,160 | $41,854-39.9% | $73,843-65.9% | $52,331-51.9% |
| Participation rate | 80.8% | 66.2%+14.5pp | 73.4%+7.3pp | 68.1%+12.7pp |
| Annual return | -1.19% | 2.11%-3.3pp | 2267.84%-2269.0pp | 4.54%-5.7pp |
| Employer contribution / active EE | $174 | $1,920-91.0% | $2,787-93.8% | $1,882-90.8% |
| Participant deferral / active EE | $2,168 | $2,498-13.2% | $3,583-39.5% | $3,022-28.3% |
| Admin fee / account holder | $3 | $493-99.4% | $4,880-99.9% | $592-99.5% |