See peer percentile detail with Solo.
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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,429 | $55,453-63.2% | $170,442-88.0% | $62,292-67.2% |
| Participation rate | 21.5% | 66.4%-44.9pp | 83.6%-62.1pp | 69.5%-48.0pp |
| Annual return | 16.45% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $345 | $2,164-84.1% | $5,433-93.7% | $2,042-83.1% |
| Participant deferral / active EE | $496 | $2,303-78.5% | $4,939-90.0% | $3,169-84.4% |
| Admin fee / account holder | $96 | $455-78.8% | $13,880-99.3% | $479-79.9% |