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 CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,356 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,192 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,894 | $84,487-59.9% | $125,339-73.0% | $66,914-49.3% |
| Participation rate | 77.3% | 76.4%+0.9pp | 82.4%-5.1pp | 69.8%+7.5pp |
| Annual return | -17.31% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,924 | $3,553+10.4% | $4,814-18.5% | $2,544+54.2% |
| Participant deferral / active EE | $8,999 | $6,781+32.7% | $7,446+20.8% | $4,237+112.4% |
| Admin fee / account holder | $14 | $685-97.9% | $10,010-99.9% | $593-97.6% |