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 10-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 CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Annual investment return 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 | $83,101 | $49,138+69.1% | $84,015-1.1% | $65,185+27.5% |
| Participation rate | 89.8% | 60.7%+29.0pp | 69.0%+20.8pp | 70.2%+19.6pp |
| Annual return | 11.30% | 23.00%-11.7pp | 71.31%-60.0pp | 29.38%-18.1pp |
| Employer contribution / active EE | $1,591 | $914+74.1% | $1,983-19.8% | $2,177-26.9% |
| Participant deferral / active EE | $3,382 | $2,397+41.1% | $3,239+4.4% | $3,514-3.7% |
| Admin fee / account holder | $1 | $543-99.7% | $6,101-100.0% | $847-99.8% |