Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (53)
Average in Peer Group (74)
Highest in Peer Group (85)

Plan Description

AvePoint, Inc. 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Salary Deferral. AvePoint, Inc. 401k Savings Plan currently has over 300 active participants and over $8.7M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (69) and the top rated plan (85) could equate to:
9
Additional years of work
58,005
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Riverfront Plaza, West Tower 901 East Byrd Street / Suite 900
  • Location
    Richmond , VA
  • 23219
  • Industry
    Custom Computer Programming Services
  • Administrator
    Brian Brown
  • Net Plan Assets
    $8,710,000
  • Total Participants
    370
  • Avg Account Balance
    $44,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Great
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Addepar 77.8
Pillar Technology Group, LLC 77.5
Accesso, LLC 75.0
MORI Associates 72.8
Docutap 69.5
Insys Group 69.0
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 69%
69%
Fidelity Total Market Index 5%
N/A
Virtus Duff & Phelps Real Estate Securities 3%
75%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Keiter, CPA

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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