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 CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $44,227 |
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 | $182,482 | $131,799+38.5% | $200,582-9.0% | $85,563+113.3% |
| Participation rate | 91.8% | 87.9%+3.9pp | 86.9%+4.9pp | 66.0%+25.8pp |
| Annual return | 12.87% | 21.59%-8.7pp | 42.33%-29.5pp | 31.51%-18.6pp |
| Employer contribution / active EE | $3,768 | $4,532-16.9% | $6,419-41.3% | $2,654+42.0% |
| Participant deferral / active EE | $12,006 | $7,702+55.9% | $9,331+28.7% | $4,375+174.4% |
| Admin fee / account holder | $92 | $235-60.7% | $16,305-99.4% | $834-88.9% |