Filed August 19, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $560 |
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 | $52,085 | $57,108-8.8% | $94,224-44.7% | $52,331-0.5% |
| Participation rate | 80.6% | 72.9%+7.6pp | 78.8%+1.8pp | 68.1%+12.5pp |
| Annual return | -0.64% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,093 | $1,735-37.0% | $3,587-69.5% | $1,882-41.9% |
| Participant deferral / active EE | $3,233 | $3,040+6.4% | $4,320-25.2% | $3,022+7.0% |
| Admin fee / account holder | $4 | $546-99.2% | $6,269-99.9% | $592-99.2% |