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 | $269,723 |
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 | $246,166 | $160,882+53.0% | $200,582+22.7% | $102,872+139.3% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 13.95% | 18.15%-4.2pp | 42.33%-28.4pp | 19.06%-5.1pp |
| Employer contribution / active EE | $7,090 | $5,602+26.6% | $6,419+10.5% | $3,526+101.1% |
| Participant deferral / active EE | $7,634 | $9,300-17.9% | $9,331-18.2% | $5,535+37.9% |
| Admin fee / account holder | $75 | $125-39.5% | $16,305-99.5% | $292-74.2% |