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Company:
Arlington/Roe & Company, Inc.
Plan:
Arlington/Roe & Company, Inc. 401k Plan
 

Arlington/Roe & Company, Inc.

47 Plan: Arlington/Roe & Company, Inc. 401k Plan

 
 
47
10
65
86
0
10
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100
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (47) and the top rated plan (86) could equate to:
[How is this calculated?]
18 additional years of work
Up to $268,100 in lost retirement 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.

 

Retirement Plan Description

Arlington/Roe & Company, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 47. This plan is in the top 35% of plans for Investment Menu Quality. Arlington/Roe & Company, Inc. 401k Plan currently has over 100 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address None
Indianapolis, IN 46240 
Industry Securities Brokerage
Administrator Mark Garner
Net Plan Assets $1,360,000
Total Participants 120
Avg Account Balance $11,000

 Compare Other Companies in Peer Group

ICAP Energy, LLC 84.9
Piper Jaffray Companies 83.9
SWS Group 76.6
Capitol Transamerica 71.5
Universal American 64.1
FCStone Group 52.7

 Top 3 Funds in this 401k

1. Nationwide Group Annuity Contract 14%
2. American Funds Target Date Retirement 2020 11%
3. American Funds Target Date Retirement 2025 11%

  Plan Service Providers

Auditor Horizon CPA Services
Insurance Carrier Nationwide
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