Filed February 28, 2008
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 CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O STREET · OMAHA, NE 68510 | Advisory (Plan) | $76,205 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $17,230 |
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 | $59,061 | $65,118-9.3% | $76,768-23.1% | $55,725+6.0% |
| Participation rate | 97.0% | 79.6%+17.3pp | 77.0%+20.0pp | 70.9%+26.1pp |
| Annual return | -5.20% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,611 | $1,941-17.0% | $2,485-35.2% | $2,078-22.5% |
| Participant deferral / active EE | $4,455 | $3,688+20.8% | $3,852+15.7% | $3,356+32.8% |
| Admin fee / account holder | $224 | $116+92.9% | $6,675-96.7% | $115+94.1% |