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 | $178,938 |
Filed as: AMERITAS INVESTMENT CO LLC Service code 16 · EIN 47-0663374 | Consulting | $24,563 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,278 | $46,292-19.5% | $143,757-74.1% | $64,808-42.5% |
| Participation rate | 86.3% | 64.2%+22.1pp | 80.3%+6.0pp | 71.5%+14.8pp |
| Annual return | -17.66% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,236 | $1,910-35.3% | $4,951-75.0% | $2,506-50.7% |
| Participant deferral / active EE | $3,596 | $2,646+35.9% | $5,637-36.2% | $4,310-16.6% |
| Admin fee / account holder | $18 | $154-88.6% | $14,673-99.9% | $188-90.7% |