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 |
|---|---|---|
DAVENPORT & COMPANY LLC6+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $50,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,505 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,447 | $85,135-11.4% | $98,907-23.7% | $73,409+2.8% |
| Participation rate | 79.1% | 81.1%-2.0pp | 76.0%+3.1pp | 72.2%+7.0pp |
| Annual return | 12.98% | 19.14%-6.2pp | 196.43%-183.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,165 | $2,721-57.2% | $2,689-56.7% | $2,234-47.8% |
| Participant deferral / active EE | $4,217 | $4,349-3.0% | $4,244-0.6% | $3,805+10.8% |
| Admin fee / account holder | $171 | $139+23.1% | $6,642-97.4% | $158+8.5% |