See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $61,887 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,583 | $79,519-49.0% | $95,952-57.7% | $73,409-44.7% |
| Participation rate | 89.8% | 81.2%+8.6pp | 77.1%+12.7pp | 72.2%+17.6pp |
| Annual return | 77.37% | 19.20%+58.2pp | 91.61%-14.2pp | 59.29%+18.1pp |
| Employer contribution / active EE | $755 | $2,048-63.1% | $2,541-70.3% | $2,234-66.2% |
| Participant deferral / active EE | $3,777 | $4,138-8.7% | $4,167-9.4% | $3,805-0.8% |
| Admin fee / account holder | $144 | $184-22.1% | $6,795-97.9% | $158-9.1% |