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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $74,172 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $38,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,234 | $37,213-59.1% | $156,549-90.3% | $63,975-76.2% |
| Participation rate | 98.6% | 65.0%+33.6pp | 84.0%+14.6pp | 71.1%+27.5pp |
| Annual return | 29.49% | 47.89%-18.4pp | 32.23%-2.7pp | 48.65%-19.2pp |
| Employer contribution / active EE | $2,619 | $1,357+93.0% | $5,501-52.4% | $2,182+20.0% |
| Participant deferral / active EE | $3,102 | $2,070+49.8% | $4,871-36.3% | $3,356-7.6% |
| Admin fee / account holder | $21 | $56-62.3% | $13,027-99.8% | $70-69.9% |