Filed September 8, 2020
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 CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
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 | $62,661 | $55,449+13.0% | $83,848-25.3% | $56,287+11.3% |
| Participation rate | 95.9% | 68.0%+27.9pp | 76.1%+19.8pp | 69.9%+26.0pp |
| Annual return | -4.29% | -1.38%-2.9pp | 850.88%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,155 | $2,430-11.3% | $3,631-40.6% | $2,111+2.1% |
| Participant deferral / active EE | $3,328 | $2,935+13.4% | $4,082-18.5% | $3,350-0.7% |
| Admin fee / account holder | $30 | $656-95.5% | $5,478-99.5% | $521-94.3% |