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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $14,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,835 | $39,458-24.4% | $60,547-50.7% | $55,191-45.9% |
| Participation rate | 31.4% | 59.6%-28.2pp | 68.0%-36.6pp | 69.2%-37.8pp |
| Annual return | 1.62% | 3.35%-1.7pp | 335.64%-334.0pp | 10.78%-9.2pp |
| Employer contribution / active EE | $143 | $1,210-88.2% | $2,419-94.1% | $1,899-92.5% |
| Participant deferral / active EE | $933 | $2,140-56.4% | $3,328-72.0% | $3,046-69.4% |
| Admin fee / account holder | $68 | $95-28.7% | $4,536-98.5% | $91-25.2% |