Filed September 8, 2017
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 8-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 CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $23,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $53,925-45.0% | $75,670-60.8% | $69,631-57.4% |
| Participation rate | 42.4% | 71.2%-28.8pp | 72.3%-30.0pp | 70.7%-28.3pp |
| Annual return | 0.00% | 17.84%-17.8pp | 27.34%-27.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $93 | $1,802-94.9% | $2,352-96.1% | $2,032-95.4% |
| Participant deferral / active EE | $631 | $2,569-75.4% | $3,142-79.9% | $3,224-80.4% |
| Admin fee / account holder | $120 | $97+24.0% | $5,800-97.9% | $110+9.1% |