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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 1876 WAYCROSS · CINCINNATI, OH 45240 | Recordkeeping | $20,310 |
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 | $21,289 | $98,982-78.5% | $162,163-86.9% | $65,185-67.3% |
| Participation rate | 98.7% | 85.8%+13.0pp | 87.6%+11.2pp | 70.2%+28.5pp |
| Annual return | 22.44% | 24.84%-2.4pp | 115.59%-93.2pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,466 | $3,4670% | $5,614-38.3% | $2,177+59.2% |
| Participant deferral / active EE | $2,597 | $5,384-51.8% | $7,298-64.4% | $3,514-26.1% |
| Admin fee / account holder | $60 | $596-90.0% | $10,843-99.4% | $847-92.9% |