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 CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $98,113 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,380 |
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 | $52,596 | $82,783-36.5% | $133,956-60.7% | $90,288-41.7% |
| Participation rate | 91.4% | 81.3%+10.1pp | 79.8%+11.6pp | 73.4%+18.1pp |
| Annual return | 21.86% | 21.89%0pp | 45.09%-23.2pp | 53.97%-32.1pp |
| Employer contribution / active EE | $1,409 | $2,388-41.0% | $3,919-64.0% | $2,524-44.2% |
| Participant deferral / active EE | $4,905 | $4,291+14.3% | $5,048-2.8% | $4,232+15.9% |
| Admin fee / account holder | $55 | $93-41.1% | $8,927-99.4% | $114-52.0% |