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 CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $21,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,792 | $99,985-31.2% | $146,665-53.1% | $85,850-19.9% |
| Participation rate | 82.4% | 73.1%+9.4pp | 80.1%+2.3pp | 69.3%+13.1pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,329 | $2,559-48.1% | $4,136-67.9% | $2,565-48.2% |
| Participant deferral / active EE | $3,426 | $4,006-14.5% | $5,506-37.8% | $3,952-13.3% |
| Admin fee / account holder | $282 | $7,702-96.3% | $10,280-97.3% | $6,260-95.5% |