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 CORP5 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,691 | $108,549+21.3% | $156,263-15.7% | $85,563+53.9% |
| Participation rate | 60.6% | 77.1%-16.5pp | 78.9%-18.3pp | 66.0%-5.3pp |
| Annual return | 11.08% | 21.79%-10.7pp | 59.47%-48.4pp | 31.51%-20.4pp |
| Employer contribution / active EE | $3,146 | $2,690+17.0% | $4,333-27.4% | $2,654+18.6% |
| Participant deferral / active EE | $4,201 | $4,800-12.5% | $6,158-31.8% | $4,375-4.0% |
| Admin fee / account holder | $24 | $650-96.3% | $14,255-99.8% | $834-97.1% |