Filed March 4, 2025
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,336 |
Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $5,525 |
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 | $20,846 | $61,156-65.9% | $185,823-88.8% | $79,386-73.7% |
| Participation rate | 92.5% | 66.6%+25.9pp | 81.7%+10.8pp | 70.7%+21.8pp |
| Annual return | 12.98% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,429 | $2,321+47.8% | $5,167-33.6% | $2,427+41.3% |
| Participant deferral / active EE | $2,028 | $2,789-27.3% | $5,568-63.6% | $4,046-49.9% |
| Admin fee / account holder | $72 | $710-89.9% | $16,237-99.6% | $626-88.6% |