Filed November 22, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $10,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,963 | $52,639-50.7% | $185,117-86.0% | $62,292-58.3% |
| Participation rate | 68.7% | 63.9%+4.8pp | 77.3%-8.6pp | 69.5%-0.8pp |
| Annual return | 15.82% | 19.57%-3.8pp | 40.50%-24.7pp | 28.90%-13.1pp |
| Employer contribution / active EE | $903 | $1,483-39.1% | $4,182-78.4% | $2,042-55.8% |
| Participant deferral / active EE | $335 | $3,097-89.2% | $5,045-93.4% | $3,169-89.4% |
| Admin fee / account holder | $92 | $374-75.3% | $8,159-98.9% | $479-80.8% |