Filed September 1, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 CORP4+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,500 | $69,159-35.7% | $125,175-64.4% | $67,579-34.2% |
| Participation rate | 68.0% | 78.2%-10.2pp | 79.8%-11.8pp | 71.3%-3.3pp |
| Annual return | 2.92% | 27.12%-24.2pp | 43.79%-40.9pp | 378.56%-375.6pp |
| Employer contribution / active EE | $2,403 | $2,023+18.8% | $3,865-37.8% | $2,148+11.9% |
| Participant deferral / active EE | $3,422 | $3,700-7.5% | $4,937-30.7% | $3,539-3.3% |
| Admin fee / account holder | $12 | $142-91.6% | $9,702-99.9% | $142-91.7% |