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 |
|---|---|---|
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $191,240 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,023 | $78,422+13.5% | $95,952-7.2% | $79,858+11.5% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.0pp |
| Annual return | 11.86% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,120 | $1,945-42.4% | $2,541-55.9% | $2,471-54.7% |
| Participant deferral / active EE | $3,962 | $3,440+15.2% | $4,167-4.9% | $3,740+5.9% |
| Admin fee / account holder | $15 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |