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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $35,989 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,355 | $40,522-57.2% | $84,611-79.5% | $67,579-74.3% |
| Participation rate | 73.1% | 51.1%+22.0pp | 68.2%+4.9pp | 71.3%+1.8pp |
| Annual return | 20.95% | 32.72%-11.8pp | 258.74%-237.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $895 | $1,146-21.9% | $2,652-66.3% | $2,148-58.3% |
| Participant deferral / active EE | $2,281 | $2,132+7.0% | $3,899-41.5% | $3,539-35.5% |
| Admin fee / account holder | $59 | $145-59.1% | $4,912-98.8% | $142-58.3% |