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 CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $67,239 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,600 |
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 | $73,164 | $100,801-27.4% | $149,696-51.1% | $73,409-0.3% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.5%+13.1pp | 72.2%+23.4pp |
| Annual return | 22.56% | 265.34%-242.8pp | 276.60%-254.0pp | 59.29%-36.7pp |
| Employer contribution / active EE | $4,131 | $3,312+24.8% | $4,644-11.0% | $2,234+85.0% |
| Participant deferral / active EE | $10,024 | $6,404+56.5% | $6,842+46.5% | $3,805+163.4% |
| Admin fee / account holder | $264 | $181+46.3% | $9,309-97.2% | $158+67.5% |