Wakely & Associates, Inc
63
Plan:
Wakely & Associates Inc Profit Sharing Plan
4
59
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (63) and the top rated plan (83) could equate to:
[How is this calculated?]
[How is this calculated?]
10 additional years of work Up to $107,400 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
Wakely & Associates Inc Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Total Plan Cost. Wakely & Associates Inc Profit Sharing Plan currently has over 300 active participants and over $11.5M in plan assets.
Retirement Plan Details
| Address |
8545 126th Ave Ste 200
Largo, FL 33773-1503 |
| Industry | Finance and Insurance |
| Administrator | Marcia Merrifield |
| Sponsor | Walter R Samples |
| Net Plan Assets | $11,500,000 |
| Total Participants | 370 |
| Avg Account Balance | $32,000 |
Compare Other Companies in Peer Group
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