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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,787 |
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $40,530 |
THE ASCENT GROUP, LLC1 year Service code 27 · EIN 86-3001816 | Advisory (Plan) | $13,564 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,580 | $121,341-21.2% | $189,513-49.6% | $79,386+20.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 10.66% | 21.08%-10.4pp | 555.15%-544.5pp | 116.85%-106.2pp |
| Employer contribution / active EE | $3,146 | $3,915-19.6% | $6,162-48.9% | $2,427+29.6% |
| Participant deferral / active EE | $4,852 | $6,395-24.1% | $8,221-41.0% | $4,046+19.9% |
| Admin fee / account holder | $438 | $651-32.7% | $12,045-96.4% | $626-30.0% |