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 CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $100 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,357 | $51,466-52.7% | $78,778-69.1% | $62,292-60.9% |
| Participation rate | 33.3% | 59.8%-26.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 11.78% | 19.96%-8.2pp | 35.62%-23.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $412 | $827-50.2% | $1,986-79.3% | $2,042-79.8% |
| Participant deferral / active EE | $556 | $2,147-74.1% | $2,958-81.2% | $3,169-82.4% |
| Admin fee / account holder | $2 | $489-99.7% | $5,134-100.0% | $479-99.6% |