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 CORP7+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $110,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,489 | $118,337+86.3% | $189,513+16.3% | $93,030+137.0% |
| Participation rate | 99.8% | 89.1%+10.7pp | 87.8%+12.0pp | 73.9%+25.9pp |
| Annual return | 14.65% | 21.77%-7.1pp | 555.15%-540.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $6,323 | $4,204+50.4% | $6,162+2.6% | $2,706+133.7% |
| Participant deferral / active EE | $7,091 | $7,123-0.4% | $8,221-13.7% | $4,562+55.4% |
| Admin fee / account holder | $31 | $100-68.6% | $12,045-99.7% | $152-79.4% |