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 CORP8+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $58,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,107 | $86,897+54.3% | $151,611-11.5% | $64,808+106.9% |
| Participation rate | 82.4% | 87.3%-4.9pp | 87.5%-5.1pp | 71.5%+10.9pp |
| Annual return | -16.45% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,532 | $4,010-36.9% | $6,166-58.9% | $2,506+1.1% |
| Participant deferral / active EE | $8,079 | $6,690+20.8% | $8,363-3.4% | $4,310+87.4% |
| Admin fee / account holder | $96 | $153-37.4% | $11,616-99.2% | $188-49.0% |