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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $93,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,518 | $100,227+48.2% | $169,993-12.6% | $74,419+99.6% |
| Participation rate | 82.9% | 87.3%-4.4pp | 87.0%-4.1pp | 70.7%+12.2pp |
| Annual return | 17.26% | 66.08%-48.8pp | 53.37%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,693 | $4,263-36.8% | $6,785-60.3% | $2,637+2.1% |
| Participant deferral / active EE | $8,385 | $7,143+17.4% | $10,408-19.4% | $4,528+85.2% |
| Admin fee / account holder | $157 | $234-33.0% | $12,815-98.8% | $348-54.8% |