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 CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,848 | $89,436+28.4% | $164,813-30.3% | $77,643+47.9% |
| Participation rate | 62.2% | 78.6%-16.4pp | 78.6%-16.4pp | 70.6%-8.4pp |
| Annual return | 21.56% | 28.83%-7.3pp | 69.93%-48.4pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,082 | $2,569+20.0% | $4,341-29.0% | $2,726+13.1% |
| Participant deferral / active EE | $4,245 | $4,897-13.3% | $6,031-29.6% | $4,647-8.6% |
| Admin fee / account holder | $59 | $339-82.6% | $12,690-99.5% | $430-86.3% |