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 INSURNACE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,822 | $42,772+7.1% | $87,507-47.6% | $55,167-16.9% |
| Participation rate | 80.2% | 66.5%+13.7pp | 73.8%+6.4pp | 69.0%+11.2pp |
| Annual return | 6.47% | 21.20%-14.7pp | 12.21%-5.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,122 | $1,277-12.2% | $2,550-56.0% | $1,963-42.9% |
| Participant deferral / active EE | $3,000 | $2,342+28.1% | $3,149-4.7% | $3,054-1.8% |
| Admin fee / account holder | $31 | $461-93.3% | $4,221-99.3% | $504-93.8% |