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 Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,922 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,911 | $70,908-38.1% | $98,907-55.6% | $73,488-40.2% |
| Participation rate | 52.1% | 73.8%-21.7pp | 76.0%-23.9pp | 70.7%-18.6pp |
| Annual return | 19.90% | 34.17%-14.3pp | 196.43%-176.5pp | 28.51%-8.6pp |
| Employer contribution / active EE | $294 | $2,036-85.6% | $2,689-89.1% | $2,270-87.1% |
| Participant deferral / active EE | $2,462 | $3,500-29.6% | $4,244-42.0% | $3,740-34.2% |
| Admin fee / account holder | $98 | $535-81.8% | $6,642-98.5% | $513-81.0% |