See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,090 | $59,186-50.8% | $76,768-62.1% | $56,287-48.3% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.5pp | 69.9%+23.6pp |
| Annual return | -5.62% | 6.62%-12.2pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,755 | $1,759-0.2% | $2,485-29.4% | $2,111-16.9% |
| Participant deferral / active EE | $4,530 | $3,255+39.2% | $3,852+17.6% | $3,350+35.2% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |