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 CORP5+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 28 · EIN 47-0078400 | Investment Management | $149,389 |
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 | $169,833 | $98,982+71.6% | $162,163+4.7% | $65,185+160.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.53% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $5,903 | $3,467+70.3% | $5,614+5.2% | $2,177+171.2% |
| Participant deferral / active EE | $6,270 | $5,384+16.5% | $7,298-14.1% | $3,514+78.5% |
| Admin fee / account holder | $655 | $596+9.9% | $10,843-94.0% | $847-22.7% |