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 CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,326 | $91,372+5.4% | $129,995-25.9% | $74,419+29.4% |
| Participation rate | 61.6% | 77.8%-16.2pp | 78.5%-16.9pp | 70.7%-9.1pp |
| Annual return | 16.28% | 23.21%-6.9pp | -137.18%+153.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,085 | $2,563+20.3% | $4,320-28.6% | $2,637+17.0% |
| Participant deferral / active EE | $4,198 | $4,721-11.1% | $5,820-27.9% | $4,528-7.3% |
| Admin fee / account holder | $68 | $283-76.1% | $10,614-99.4% | $348-80.6% |