Filed January 20, 2004
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 CORP. Service code 15 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $0 |
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 | $69,187 | $69,1590% | $125,175-44.7% | $67,579+2.4% |
| Participation rate | 88.0% | 78.2%+9.8pp | 79.8%+8.2pp | 71.3%+16.8pp |
| Annual return | 24.33% | 27.12%-2.8pp | 43.79%-19.5pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,241 | $2,023-38.7% | $3,865-67.9% | $2,148-42.2% |
| Participant deferral / active EE | $3,052 | $3,700-17.5% | $4,937-38.2% | $3,539-13.8% |
| Admin fee / account holder | $4 | $142-97.4% | $9,702-100.0% | $142-97.4% |