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 CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $3,243 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,676 | $64,348-29.0% | $90,160-49.3% | $70,131-34.9% |
| Participation rate | 80.9% | 70.4%+10.4pp | 76.9%+4.0pp | 69.5%+11.3pp |
| Annual return | 12.85% | 28.13%-15.3pp | 34.88%-22.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $377 | $2,046-81.6% | $3,318-88.6% | $2,342-83.9% |
| Participant deferral / active EE | $2,064 | $4,389-53.0% | $5,288-61.0% | $3,332-38.1% |
| Admin fee / account holder | $37 | $3,944-99.1% | $5,943-99.4% | $4,645-99.2% |