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 CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $266,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,264 | $122,693+84.4% | $184,203+22.8% | $199,593+13.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 15.84% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $7,166 | $4,584+56.3% | $6,427+11.5% | $3,034+136.2% |
| Participant deferral / active EE | $7,582 | $7,990-5.1% | $9,131-17.0% | $5,087+49.1% |
| Admin fee / account holder | $73 | $121-39.2% | $13,901-99.5% | $269-72.7% |