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 CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $45,349 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,947 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,660 | $136,307-39.4% | $177,821-53.5% | $73,488+12.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.03% | 18.68%-5.6pp | 48.32%-35.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $3,262 | $3,712-12.1% | $5,918-44.9% | $2,270+43.7% |
| Participant deferral / active EE | $3,610 | $5,829-38.1% | $7,714-53.2% | $3,740-3.5% |
| Admin fee / account holder | $329 | $596-44.8% | $12,427-97.4% | $513-35.9% |