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 9-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 CORP7 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $13,498 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,854 | $62,327-44.1% | $120,354-71.0% | $74,495-53.2% |
| Participation rate | 75.3% | 56.8%+18.5pp | 71.9%+3.4pp | 67.2%+8.1pp |
| Annual return | 12.61% | 18.61%-6.0pp | 107.15%-94.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,248 | $1,843-32.3% | $3,463-63.9% | $2,623-52.4% |
| Participant deferral / active EE | $2,348 | $2,893-18.8% | $4,991-53.0% | $4,346-46.0% |
| Admin fee / account holder | $90 | $2,396-96.2% | $9,423-99.0% | $1,942-95.4% |