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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 CORP3+ years Filed as: AMERTIAS LIFE INSURANCE CORP Service code 15 · EIN 47-0098400 | Recordkeeping | $3,696 |
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.
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 | $42,005 | $72,404-42.0% | $110,238-61.9% | $64,186-34.6% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | -2.86% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $713 | $2,282-68.7% | $3,826-81.4% | $2,381-70.1% |
| Participant deferral / active EE | $1,242 | $3,469-64.2% | $4,672-73.4% | $3,470-64.2% |
| Admin fee / account holder | $70 | $5,664-98.8% | $8,547-99.2% | $4,888-98.6% |