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Company:
Society Insurance, a Mutual Company
Plan:
Society Insurance 401k Profit Sharing Plan
 

Society Insurance, a Mutual Company

75 Plan: Society Insurance 401k Profit Sharing Plan

 
 
75
40
74
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (75) and the top rated plan (87) could equate to:
[How is this calculated?]
7 additional years of work
Up to $85,800 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

Society Insurance 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Society Insurance 401k Profit Sharing Plan currently has over 200 active participants and over $20.9M in plan assets.

 

 Retirement Plan Details

Address 150 Camelot Dr
Fond Du Lac, WI 54935-8030 
Industry Finance and Insurance
Administrator Edwin Storer
Net Plan Assets $20,900,000
Total Participants 270
Avg Account Balance $80,000

 Top 3 Funds in this 401k

1. Principal LifeTime 2030 15%
2. Principal Stable Value Fund 11%
3. Principal LifeTime 2020 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Auditor Schenck Sc

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