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 |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $19,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,430 | $81,900-23.8% | $119,609-47.8% | $68,494-8.9% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,392 | $2,693-48.3% | $4,232-67.1% | $2,596-46.4% |
| Participant deferral / active EE | $3,753 | $4,148-9.5% | $5,602-33.0% | $4,027-6.8% |
| Admin fee / account holder | $291 | $6,582-95.6% | $10,323-97.2% | $5,403-94.6% |