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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $115,191 |
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 | $174,919 | $95,776+82.6% | $162,163+7.9% | $77,787+124.9% |
| Participation rate | 98.9% | 88.6%+10.2pp | 87.6%+11.3pp | 73.2%+25.7pp |
| Annual return | 20.42% | 37.03%-16.6pp | 115.59%-95.2pp | 32.57%-12.1pp |
| Employer contribution / active EE | $5,596 | $3,874+44.4% | $5,614-0.3% | $2,504+123.4% |
| Participant deferral / active EE | $5,959 | $6,125-2.7% | $7,298-18.3% | $3,967+50.2% |
| Admin fee / account holder | $32 | $88-63.5% | $10,843-99.7% | $100-68.0% |