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 CORP6+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $114,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,304 | $110,699+80.0% | $177,821+12.1% | $90,288+120.7% |
| Participation rate | 98.6% | 88.3%+10.3pp | 87.7%+10.9pp | 73.4%+25.3pp |
| Annual return | 15.34% | 22.79%-7.4pp | 48.32%-33.0pp | 53.97%-38.6pp |
| Employer contribution / active EE | $5,785 | $4,118+40.5% | $5,918-2.2% | $2,524+129.2% |
| Participant deferral / active EE | $6,116 | $6,731-9.1% | $7,714-20.7% | $4,232+44.5% |
| Admin fee / account holder | $32 | $90-64.1% | $12,427-99.7% | $114-71.7% |