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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS INVESTMENT CORP Service code 15 · EIN 47-0663374 | Recordkeeping | $65,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $50,815-100.0% | $155,509-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 22.22% | 34.80%-12.6pp | 64.67%-42.4pp | 31.24%-9.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,833 | $2,822+0.4% | $5,626-49.7% | $4,647-39.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |