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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,719 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,184 | $58,083-32.5% | $80,019-51.0% | $56,287-30.4% |
| Participation rate | 56.6% | 73.6%-17.0pp | 75.8%-19.2pp | 69.9%-13.2pp |
| Annual return | 1.66% | 34.61%-33.0pp | 11.22%-9.6pp | -9.96%+11.6pp |
| Employer contribution / active EE | $432 | $1,932-77.6% | $2,468-82.5% | $2,111-79.5% |
| Participant deferral / active EE | $2,282 | $3,135-27.2% | $3,686-38.1% | $3,350-31.9% |
| Admin fee / account holder | $14 | $623-97.7% | $6,521-99.8% | $521-97.3% |