See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,316 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,488 | $46,360-79.5% | $147,614-93.6% | $52,331-81.9% |
| Participation rate | 93.6% | 64.9%+28.7pp | 84.6%+9.0pp | 68.1%+25.5pp |
| Annual return | 0.53% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $277 | $2,126-87.0% | $5,564-95.0% | $1,882-85.3% |
| Participant deferral / active EE | $769 | $2,258-65.9% | $4,895-84.3% | $3,022-74.6% |
| Admin fee / account holder | $28 | $766-96.4% | $11,611-99.8% | $592-95.3% |