BrightScope Rating
Company:
SMW Trading Company, Inc.
Plan:
SMW Trading Company Employees Retirement And Savings Plan
SMW Trading Company, Inc.
59
Plan:
SMW Trading Company Employees Retirement And Savings Plan
8
64
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (59) and the top rated plan (91) could equate to:
[How is this calculated?]
[How is this calculated?]
18 additional years of work Up to $218,200 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.
Plan Description
SMW Trading Company Employees Retirement And Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Salary Deferrals and Account Balances. SMW Trading Company Employees Retirement And Savings Plan currently has fewer than 100 active participants and over $2.0M in plan assets.
Plan Details
| Address | 141 W Jackson Blvd Suite 380 Chicago, IL 60604 |
| Industry | Commodity Contracts Brokerage |
| Administrator | David E. Oulvey |
| Net Plan Assets | $2,070,000 |
| Total Participants | 95 |
| Avg Account Balance | $22,000 |
Top 3 Investment Holdings
| 1. | Fidelity Freedom 2025 | 20% |
| 2. | Fidelity Freedom 2030 | 19% |
| 3. | Fidelity Freedom 2015 | 17% |
Other Companies in Peer Group
| Trillium Trading, LLC | 71.8 |
| First Federal of Northern Michigan | 59.8 |
| A-Affordable Insurance Agency | 52.6 |
| Westsound Bank | 51.2 |
| The Rigg Group | 43.2 |
| Pamrapo Savings Bank, SLA | 39.9 |
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