Filed November 9, 2005
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 CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,612 | $91,552-33.8% | $133,956-54.8% | $79,858-24.1% |
| Participation rate | 86.5% | 73.3%+13.2pp | 79.8%+6.7pp | 69.6%+16.9pp |
| Annual return | 12.40% | 61.85%-49.4pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,315 | $2,384-44.8% | $3,919-66.4% | $2,471-46.8% |
| Participant deferral / active EE | $3,573 | $3,733-4.3% | $5,048-29.2% | $3,740-4.5% |
| Admin fee / account holder | $229 | $6,321-96.4% | $8,927-97.4% | $5,306-95.7% |