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

The Phoenix Companies, Inc.

85 Plan: The Phoenix Companies, Inc. Savings and Investment Plan

 
 
85
34
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (85) and the top rated plan (90) could equate to:
[How is this calculated?]
5 additional years of work
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 85, placing it in the top 15% of all plans in its peer group. This plan is also 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 $166.7M in plan assets.


 Investment Menu Statistics

No. of Investment Options
33
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Fidelity Freedom Funds 27%
2. Fidelity Growth Company 12%
3. Artisan Mid Cap 9%

 
Plan Component Ratings

 Retirement Plan Details

Address One American Row
Hartford, CT 06102 
Industry Finance and Insurance
Administrator Suzette Louro
Net Plan Assets $167,000,000
Total Participants 1,300
Avg Account Balance $130,000

 
Plan Service Providers

Investment Adviser Fiduciary Investment Advisors, LLC
Recordkeeper Fidelity
Auditor J.H. Cohn