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 CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $154,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $42,260 | $64,311-34.3% | $110,238-61.7% | $75,289-43.9% |
| Participation rate | 94.0% | 79.3%+14.8pp | 79.8%+14.2pp | 72.4%+21.6pp |
| Annual return | 7.06% | -1.74%+8.8pp | 314.74%-307.7pp | -0.04%+7.1pp |
| Employer contribution / active EE | $710 | $2,404-70.4% | $3,826-81.4% | $2,405-70.5% |
| Participant deferral / active EE | $4,138 | $3,892+6.3% | $4,672-11.4% | $3,739+10.7% |
| Admin fee / account holder | $21 | $88-76.0% | $8,547-99.8% | $102-79.5% |