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 9-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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $23,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,789 | $101,317-39.0% | $146,958-58.0% | $74,495-17.1% |
| Participation rate | 49.6% | 75.5%-26.0pp | 82.2%-32.6pp | 67.2%-17.6pp |
| Annual return | 21.28% | 8730.91%-8709.6pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $2,803 | $3,810-26.4% | $4,933-43.2% | $2,623+6.8% |
| Participant deferral / active EE | $6,365 | $7,303-12.9% | $8,070-21.1% | $4,346+46.5% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |