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Company:
Advanced Equities Financial Corporation
Plan:
Advanced Equities Financial Corporation 401k Plan
 

Advanced Equities Financial Corporation

65 Plan: Advanced Equities Financial Corporation 401k Plan

 
 
65
31
76
88
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (65) and the top rated plan (88) could equate to:
[How is this calculated?]
13 additional years of work
Up to $98,100 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

Advanced Equities Financial Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. Advanced Equities Financial Corporation 401k Plan currently has over 500 active participants and over $10.8M in plan assets.

 

 Retirement Plan Details

Address 1227 Mall Drive
Richmond, VA 23235 
Industry Securities Brokerage
Administrator Rhonda Dixon
Net Plan Assets $10,800,000
Total Participants 540
Avg Account Balance $20,000

 Top 3 Funds in this 401k

1. SSgA Government Money Market 16%
2. Janus Overseas 9%
3. PIMCO Total Return 9%

  Plan Service Providers

Recordkeeper ADP
Auditor BDO Seidman, LLP

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