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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $95,437 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $57,778 |
Filed as: BRIGHTHOUSE LIFE INSURANCE CO Service code 15 · EIN 06-0566090 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,728 | $50,127+83.0% | $149,673-38.7% | $80,160+14.4% |
| Participation rate | 6.6% | 64.3%-57.6pp | 78.8%-72.1pp | 72.9%-66.3pp |
| Annual return | 11.63% | 29.82%-18.2pp | 134.42%-122.8pp | 40.38%-28.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $258 | $3,194-91.9% | $5,680-95.5% | $5,017-94.9% |
| Admin fee / account holder | $12 | $153-92.4% | $13,210-99.9% | $145-92.0% |