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 CORP6+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $40,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,919 | $111,608+48.7% | $177,821-6.7% | $73,409+126.0% |
| Participation rate | 87.6% | 87.9%-0.3pp | 87.7%-0.2pp | 72.2%+15.4pp |
| Annual return | 10.92% | 18.23%-7.3pp | 48.32%-37.4pp | 59.29%-48.4pp |
| Employer contribution / active EE | $2,515 | $3,796-33.7% | $5,918-57.5% | $2,234+12.6% |
| Participant deferral / active EE | $7,852 | $6,199+26.7% | $7,714+1.8% | $3,805+106.3% |
| Admin fee / account holder | $77 | $166-53.2% | $12,427-99.4% | $158-51.0% |