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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.
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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 CORP2 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $9,413 |
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.
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 | $52,442 | $66,310-20.9% | $93,606-44.0% | $65,185-19.5% |
| Participation rate | 54.2% | 74.0%-19.8pp | 75.8%-21.6pp | 70.2%-16.0pp |
| Annual return | 23.63% | 42.58%-19.0pp | 32.76%-9.1pp | 29.38%-5.8pp |
| Employer contribution / active EE | $347 | $2,012-82.7% | $2,718-87.2% | $2,177-84.1% |
| Participant deferral / active EE | $2,762 | $3,342-17.4% | $4,069-32.1% | $3,514-21.4% |
| Admin fee / account holder | $81 | $6,897-98.8% | $7,888-99.0% | $847-90.4% |