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 | $149,742 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $8,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,081 | $47,126-19.2% | $149,673-74.6% | $74,419-48.8% |
| Participation rate | 88.7% | 63.4%+25.3pp | 78.8%+9.9pp | 70.7%+18.0pp |
| Annual return | 14.07% | 22.75%-8.7pp | 134.42%-120.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $899 | $1,905-52.8% | $4,818-81.3% | $2,637-65.9% |
| Participant deferral / active EE | $3,242 | $2,728+18.8% | $5,680-42.9% | $4,528-28.4% |
| Admin fee / account holder | $14 | $343-95.9% | $13,210-99.9% | $348-96.0% |