Filed October 6, 2015 (most recent of 2 filings on file)
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 CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $67,093 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,982 | $37,039-38.0% | $147,614-84.4% | $59,188-61.2% |
| Participation rate | 37.7% | 63.8%-26.1pp | 84.6%-47.0pp | 69.4%-31.8pp |
| Annual return | -1.00% | 7.19%-8.2pp | 61.98%-63.0pp | 5.51%-6.5pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,466 | $2,094-30.0% | $4,895-70.0% | $3,265-55.1% |
| Admin fee / account holder | $36 | $60-40.0% | $11,611-99.7% | $92-60.8% |