Filed October 10, 2022 (most recent of 2 filings on file)
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 CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 28 · EIN 47-0078400 | Investment Management | $154,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,683 | $79,523+83.2% | $140,016+4.0% | $56,287+158.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.38% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $5,319 | $3,350+58.8% | $5,606-5.1% | $2,111+152.0% |
| Participant deferral / active EE | $5,802 | $5,129+13.1% | $6,927-16.2% | $3,350+73.2% |
| Admin fee / account holder | $648 | $614+5.5% | $10,705-93.9% | $521+24.4% |