Filed June 28, 1990 (most recent of 2 filings on file)
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 CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $51,632 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,607 | $98,982-22.6% | $162,163-52.8% | $65,185+17.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.05% | 24.84%-5.8pp | 115.59%-96.5pp | 29.38%-10.3pp |
| Employer contribution / active EE | $3,087 | $3,467-10.9% | $5,614-45.0% | $2,177+41.8% |
| Participant deferral / active EE | $3,232 | $5,384-40.0% | $7,298-55.7% | $3,514-8.0% |
| Admin fee / account holder | $375 | $596-37.0% | $10,843-96.5% | $847-55.7% |