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 CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $8,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,706 | $66,601-19.4% | $92,893-42.2% | $67,579-20.5% |
| Participation rate | 40.4% | 72.5%-32.1pp | 76.0%-35.6pp | 71.3%-30.8pp |
| Annual return | 22.28% | 92.58%-70.3pp | 109.41%-87.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $650 | $2,775-76.6% | $3,653-82.2% | $2,148-69.8% |
| Participant deferral / active EE | $1,854 | $3,157-41.3% | $4,236-56.2% | $3,539-47.6% |
| Admin fee / account holder | $45 | $199-77.3% | $5,794-99.2% | $142-68.3% |