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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,824 |
DAVENPORT & COMPANY LLC1 year Filed as: DAVENPORT & COMPANY Service code 27 · EIN 54-1838542 | Advisory (Plan) | $43,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $58,518 | $75,284-22.3% | $91,001-35.7% | $69,631-16.0% |
| Participation rate | 67.4% | 80.4%-12.9pp | 75.6%-8.2pp | 70.7%-3.2pp |
| Annual return | 16.71% | 48.40%-31.7pp | 4.60%+12.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $713 | $2,473-71.2% | $2,456-71.0% | $2,032-64.9% |
| Participant deferral / active EE | $2,548 | $3,700-31.1% | $3,547-28.2% | $3,224-21.0% |
| Admin fee / account holder | $151 | $111+36.6% | $5,417-97.2% | $110+36.7% |