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 COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $17,901 |
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 | $132,904 | $71,802+85.1% | $133,980-0.8% | $57,658+130.5% |
| Participation rate | 83.8% | 85.5%-1.7pp | 87.1%-3.3pp | 70.2%+13.6pp |
| Annual return | 8.37% | 13.51%-5.1pp | 29.30%-20.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,163 | $3,161-31.6% | $5,211-58.5% | $1,974+9.6% |
| Participant deferral / active EE | $7,116 | $4,606+54.5% | $6,282+13.3% | $3,061+132.5% |
| Admin fee / account holder | $38 | $88-56.8% | $9,324-99.6% | $95-60.0% |