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Company:
The Phoenix Companies, Inc.
Plan:
The Phoenix Companies, Inc. Savings And Investment Plan
 

The Phoenix Companies, Inc.

83 Plan: The Phoenix Companies, Inc. Savings And Investment Plan

 
 
83
39
91
0
10
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100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (83) and the top rated plan (91) could equate to:
[How is this calculated?]
7 additional years of work
Up to $64,400 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

The Phoenix Companies, Inc. Savings And Investment Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. The Phoenix Companies, Inc. Savings And Investment Plan currently has over 1,300 active participants and over $161.9M in plan assets.


 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Fidelity Growth Company 11%
2. Artisan Mid Cap 9%
3. Fidelity Freedom 2020 7%

 Retirement Plan Details

Address One American Row
Hartford, CT 06102 
Industry Finance and Insurance
Administrator Suzette Louro
Net Plan Assets $162,000,000
Total Participants 1,300
Avg Account Balance $120,000

  Plan Service Providers

Consultant Phoenix Wealth Management
Recordkeeper Fidelity
Auditor J.H. Cohn