DAVLYN INVESTMENTS INC

Plan Overview & Key Metrics

DAVLYN INVESTMENTS INC is a defined contribution retirement plan offered by DAVLYN INVESTMENTS INC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

DAVLYN INVESTMENTS INC Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of DAVLYN INVESTMENTS INC is $454,429.00.This plan was established in 2001.

DAVLYN INVESTMENTS INC Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in DAVLYN INVESTMENTS INC is 142

DAVLYN INVESTMENTS INC Average Participant Retirement Account Value

In 2009, the average participant retirement account value for DAVLYN INVESTMENTS INC is $3,200.00

DAVLYN INVESTMENTS INC Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for DAVLYN INVESTMENTS INC is $1,436.00.

DAVLYN INVESTMENTS INC Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in DAVLYN INVESTMENTS INC is approximately $242.00
Investing in this additonal $242.00 for 20 years would give you extra $15,535.00, assuming a 10% annual return.

DAVLYN INVESTMENTS INC Total Employer Contribution and Match Rate

In 2009, DAVLYN INVESTMENTS INC allocates $34,469.00 to match its employees’ contributions, providing an employer match rate of 33.79% of their contributions

DAVLYN INVESTMENTS INC Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of DAVLYN INVESTMENTS INC is 32.56%.

DAVLYN INVESTMENTS INC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for DAVLYN INVESTMENTS INC is 16.13%. This measures the effectiveness of the plan participants’ investments in the year.

DAVLYN INVESTMENTS INC Expense Ratio

In 2009, the investment and administrative expense ratio of DAVLYN INVESTMENTS INC is 0.44%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

DAVLYN INVESTMENTS INC Contact Info:

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Enrollment & Brokerage Features

The following features describe how DAVLYN INVESTMENTS INC handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

DAVLYN INVESTMENTS INC has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of DAVLYN INVESTMENTS INC:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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