See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $34,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,724 | $63,764+83.1% | $81,930+42.5% | $79,858+46.2% |
| Participation rate | 62.7% | 67.5%-4.8pp | 72.0%-9.3pp | 69.6%-7.0pp |
| Annual return | 17.73% | 22.66%-4.9pp | 29.49%-11.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,775 | $1,795-1.1% | $4,310-58.8% | $2,471-28.2% |
| Participant deferral / active EE | $3,263 | $2,780+17.3% | $7,107-54.1% | $3,740-12.8% |
| Admin fee / account holder | -$477 | $4,426-110.8% | $5,158-109.2% | $5,306-109.0% |