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 CORP8+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $69,264 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $40,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,098 | $102,553+51.2% | $151,611+2.3% | $66,914+131.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.96% | -10.82%-4.1pp | 3.33%-18.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $7,010 | $4,180+67.7% | $6,166+13.7% | $2,544+175.5% |
| Participant deferral / active EE | $6,984 | $6,641+5.2% | $8,363-16.5% | $4,237+64.8% |
| Admin fee / account holder | $495 | $630-21.3% | $11,616-95.7% | $593-16.5% |