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 CORP6+ years Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
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 | $74,923 | $81,474-8.0% | $133,956-44.1% | $73,488+2.0% |
| Participation rate | 99.1% | 76.4%+22.8pp | 79.8%+19.3pp | 70.7%+28.4pp |
| Annual return | 22.13% | 19.40%+2.7pp | 45.09%-23.0pp | 28.51%-6.4pp |
| Employer contribution / active EE | $3,981 | $2,209+80.2% | $3,919+1.6% | $2,270+75.3% |
| Participant deferral / active EE | $3,362 | $3,786-11.2% | $5,048-33.4% | $3,740-10.1% |
| Admin fee / account holder | $6 | $713-99.1% | $8,927-99.9% | $513-98.8% |