Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,319 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,030 | $73,638+76.6% | $95,952+35.5% | $73,488+76.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 15.36% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.1pp |
| Employer contribution / active EE | $119 | $1,863-93.6% | $2,541-95.3% | $2,270-94.8% |
| Participant deferral / active EE | $1,252 | $3,617-65.4% | $4,167-70.0% | $3,740-66.5% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |