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Company:
optionsXpress, Inc.
Plan:
optionsXpress, Inc. 401k Plan
 

optionsXpress, Inc.

69 Plan: optionsXpress, Inc. 401k Plan

 
 
69
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92
0
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For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (69) and the top rated plan (92) could equate to:
[How is this calculated?]
15 additional years of work
Up to $106,900 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

optionsXpress, Inc. 401k 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 Investment Menu Quality. optionsXpress, Inc. 401k Plan currently has over 300 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 311 West Monroe St
Chicago, IL 60606 
Industry Securities Brokerage
Administrator Mary Curran
Net Plan Assets $7,400,000
Total Participants 310
Avg Account Balance $24,000

 Top 3 Funds in this 401k

1. SEI Stable Asset Fund 17%
2. Janus Overseas 9%
3. Hartford Index HLS 9%

  Plan Service Providers

Insurance Carrier Hartford
Insurance Advisor/Broker The Horton Group, Inc.
Recordkeeper Hartford
Auditor Charles J. Gries & Company

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