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 COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $114,834 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,132 | $89,274+80.5% | $149,718+7.6% | $77,958+106.7% |
| Participation rate | 98.7% | 87.6%+11.1pp | 87.1%+11.6pp | 71.6%+27.1pp |
| Annual return | 17.19% | 20.36%-3.2pp | 1501.63%-1484.4pp | 20.87%-3.7pp |
| Employer contribution / active EE | $5,198 | $3,727+39.5% | $5,445-4.5% | $2,310+125.0% |
| Participant deferral / active EE | $5,709 | $5,382+6.1% | $6,569-13.1% | $3,537+61.4% |
| Admin fee / account holder | $33 | $240-86.2% | $11,283-99.7% | $97-66.0% |