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Company:
Specialty Underwriters, LLC
Plan:
Specialty Underwriters, LLC Retirement Plan
 

Specialty Underwriters, LLC

71 Plan: Specialty Underwriters, LLC Retirement Plan

 
 
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86
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (71) and the top rated plan (86) could equate to:
[How is this calculated?]
9 additional years of work
Up to $78,000 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

Specialty Underwriters, LLC Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Account Balances, Participation Rate, and Salary Deferral. Specialty Underwriters, LLC Retirement Plan currently has over 100 active participants and over $6.8M in plan assets.

 

 Retirement Plan Details

Address 9667 S 20th St
Oak Creek, WI 53154-4931 
Industry Insurance Agencies and Brokerages
Administrator Christine A Taylor
Sponsor Michael H Polaski
Net Plan Assets $6,800,000
Total Participants 130
Avg Account Balance $54,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 24%
2. MFS Global Equity 16%
3. MFS Total Return 6%

  Plan Service Provider

Auditor Wipfli, LLP

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