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 |
|---|---|---|
Service code 13 · EIN 48-0912395 | Contract Administrator | $7,965 |
AMERITAS LIFE INSURANCE CORP5+ 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 | $76,190 | $63,114+20.7% | $92,893-18.0% | $65,185+16.9% |
| Participation rate | 98.0% | 68.8%+29.2pp | 76.0%+22.0pp | 70.2%+27.8pp |
| Annual return | 22.39% | 28.75%-6.4pp | 109.41%-87.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,759 | $2,571+7.3% | $3,653-24.5% | $2,177+26.8% |
| Participant deferral / active EE | $3,901 | $3,108+25.5% | $4,236-7.9% | $3,514+11.0% |
| Admin fee / account holder | $30 | $624-95.2% | $5,794-99.5% | $847-96.4% |