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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.
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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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $37,655 |
AMERITAS LIFE INSURANCE CORP2 years Service code 28 · EIN 47-0098400 | Investment Management | $20,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,417 | $62,928-42.1% | $172,739-78.9% | $67,579-46.1% |
| Participation rate | 34.4% | 64.5%-30.1pp | 82.6%-48.2pp | 71.3%-36.9pp |
| Annual return | 23.47% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $973 | $1,636-40.5% | $5,143-81.1% | $2,148-54.7% |
| Participant deferral / active EE | $1,657 | $2,145-22.7% | $5,198-68.1% | $3,539-53.2% |
| Admin fee / account holder | $310 | $167+86.0% | $13,954-97.8% | $142+117.9% |