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 CORP8+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $159,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,355 | $95,918+75.5% | $151,611+11.0% | $77,904+116.1% |
| Participation rate | 96.5% | 88.7%+7.7pp | 87.5%+9.0pp | 73.7%+22.8pp |
| Annual return | -15.16% | -5.50%-9.7pp | 3.33%-18.5pp | 12.21%-27.4pp |
| Employer contribution / active EE | $6,596 | $4,330+52.3% | $6,166+7.0% | $2,848+131.6% |
| Participant deferral / active EE | $7,067 | $7,508-5.9% | $8,363-15.5% | $4,806+47.0% |
| Admin fee / account holder | $42 | $93-54.7% | $11,616-99.6% | $133-68.1% |