Filed December 18, 1992
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $172,877 |
Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $14,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,316 | $56,485-21.5% | $185,823-76.2% | $86,799-48.9% |
| Participation rate | 82.7% | 65.5%+17.2pp | 81.7%+1.0pp | 72.3%+10.4pp |
| Annual return | 20.18% | 118.04%-97.9pp | 122.05%-101.9pp | 97.91%-77.7pp |
| Employer contribution / active EE | $1,165 | $1,843-36.8% | $5,167-77.5% | $2,405-51.6% |
| Participant deferral / active EE | $3,194 | $2,553+25.1% | $5,568-42.6% | $4,131-22.7% |
| Admin fee / account holder | $14 | $150-90.9% | $16,237-99.9% | $170-92.0% |