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 · LINCOLN, NE 68510 | Advisory (Plan) | $50,477 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $37,095 | $65,118-43.0% | $76,768-51.7% | $55,725-33.4% |
| Participation rate | 81.3% | 79.6%+1.7pp | 77.0%+4.4pp | 70.9%+10.5pp |
| Annual return | -0.68% | -1.27%+0.6pp | 2.43%-3.1pp | 244.93%-245.6pp |
| Employer contribution / active EE | $492 | $1,941-74.7% | $2,485-80.2% | $2,078-76.3% |
| Participant deferral / active EE | $2,492 | $3,688-32.4% | $3,852-35.3% | $3,356-25.7% |
| Admin fee / account holder | $183 | $116+57.9% | $6,675-97.3% | $115+58.8% |