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 CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $134,768 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $60,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,610 |
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 | $47,264 | $73,125-35.4% | $125,175-62.2% | $77,787-39.2% |
| Participation rate | 84.1% | 79.4%+4.7pp | 79.8%+4.3pp | 73.2%+10.9pp |
| Annual return | 28.08% | 24.71%+3.4pp | 43.79%-15.7pp | 32.57%-4.5pp |
| Employer contribution / active EE | $1,106 | $2,413-54.2% | $3,865-71.4% | $2,504-55.8% |
| Participant deferral / active EE | $3,828 | $3,966-3.5% | $4,937-22.5% | $3,967-3.5% |
| Admin fee / account holder | $66 | $89-26.6% | $9,702-99.3% | $100-34.4% |