Filed October 18, 2004 (most recent of 2 filings on file)
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 1876 WAYCROSS · CINCINNATI, OH 45240 | Recordkeeping | $3,069 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,782 | $79,523-72.6% | $140,016-84.4% | $56,287-61.3% |
| Participation rate | 98.5% | 85.7%+12.7pp | 87.5%+11.0pp | 69.9%+28.6pp |
| Annual return | 0.83% | 2.39%-1.6pp | 651.12%-650.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $2,030 | $3,350-39.4% | $5,606-63.8% | $2,111-3.8% |
| Participant deferral / active EE | $2,579 | $5,129-49.7% | $6,927-62.8% | $3,350-23.0% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.5% |