Filed May 1, 2024 (most recent of 4 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $11,835 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $9,895 |
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 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 | $62,556 | $50,637+23.5% | $86,590-27.8% | $62,292+0.4% |
| Participation rate | 38.9% | 67.9%-29.0pp | 73.5%-34.7pp | 69.5%-30.7pp |
| Annual return | 17.19% | 20.80%-3.6pp | 964.84%-947.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $863 | $2,075-58.4% | $2,839-69.6% | $2,042-57.8% |
| Participant deferral / active EE | $1,694 | $2,611-35.1% | $3,609-53.0% | $3,169-46.5% |
| Admin fee / account holder | $289 | $413-30.0% | $4,906-94.1% | $479-39.6% |