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 CORP6+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 28 · EIN 47-0078400 | Investment Management | $140,965 |
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 | $203,314 | $136,307+49.2% | $177,821+14.3% | $73,488+176.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.32% | 18.68%-2.4pp | 48.32%-32.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $6,736 | $3,712+81.5% | $5,918+13.8% | $2,270+196.7% |
| Participant deferral / active EE | $6,293 | $5,829+8.0% | $7,714-18.4% | $3,740+68.3% |
| Admin fee / account holder | $638 | $596+7.1% | $12,427-94.9% | $513+24.3% |