Filed November 15, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $6,921 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,699 | $36,916-19.5% | $156,549-81.0% | $57,658-48.5% |
| Participation rate | 90.0% | 63.4%+26.6pp | 84.0%+6.0pp | 70.2%+19.8pp |
| Annual return | 2.68% | 12.38%-9.7pp | 32.23%-29.5pp | 5.13%-2.5pp |
| Employer contribution / active EE | $2,799 | $1,571+78.2% | $5,501-49.1% | $1,974+41.8% |
| Participant deferral / active EE | $2,175 | $1,926+12.9% | $4,871-55.4% | $3,061-28.9% |
| Admin fee / account holder | $20 | $82-76.0% | $13,027-99.8% | $95-79.0% |