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 CORP1+ years Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
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 | $52,312 | $57,108-8.4% | $94,224-44.5% | $52,3310% |
| Participation rate | 99.3% | 72.9%+26.3pp | 78.8%+20.5pp | 68.1%+31.2pp |
| Annual return | 0.99% | 1.47%-0.5pp | 10.68%-9.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,871 | $1,735+65.5% | $3,587-19.9% | $1,882+52.6% |
| Participant deferral / active EE | $2,718 | $3,040-10.6% | $4,320-37.1% | $3,022-10.1% |
| Admin fee / account holder | $3 | $546-99.4% | $6,269-99.9% | $592-99.4% |