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 CORP7+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $54,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,647 | $111,491+49.5% | $189,513-12.1% | $86,799+92.0% |
| Participation rate | 82.9% | 87.3%-4.4pp | 87.8%-4.9pp | 72.3%+10.7pp |
| Annual return | 14.07% | 83.50%-69.4pp | 555.15%-541.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,308 | $3,951-41.6% | $6,162-62.5% | $2,405-4.1% |
| Participant deferral / active EE | $7,404 | $6,437+15.0% | $8,221-9.9% | $4,131+79.2% |
| Admin fee / account holder | $93 | $189-50.8% | $12,045-99.2% | $170-45.2% |