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 CORP5 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $14,055 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,563 | $72,607-46.9% | $90,749-57.5% | $66,914-42.4% |
| Participation rate | 63.4% | 73.7%-10.3pp | 75.7%-12.3pp | 69.8%-6.4pp |
| Annual return | 24.79% | -12.28%+37.1pp | -12.16%+37.0pp | 1.58%+23.2pp |
| Employer contribution / active EE | $478 | $2,369-79.8% | $2,921-83.6% | $2,544-81.2% |
| Participant deferral / active EE | $3,068 | $3,977-22.8% | $4,564-32.8% | $4,237-27.6% |
| Admin fee / account holder | $66 | $707-90.7% | $8,445-99.2% | $593-88.9% |