Filed March 20, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $71,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,141 | $129,095+29.5% | $184,200-9.3% | $77,671+115.2% |
| Participation rate | 82.5% | 87.3%-4.8pp | 86.8%-4.3pp | 70.6%+11.9pp |
| Annual return | 14.56% | 33.29%-18.7pp | 28.80%-14.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $3,023 | $4,410-31.5% | $6,424-52.9% | $2,726+10.9% |
| Participant deferral / active EE | $9,129 | $7,300+25.1% | $9,1320% | $4,648+96.4% |
| Admin fee / account holder | $133 | $256-47.8% | $13,907-99.0% | $430-69.0% |