Daniel B. Stephens & Associates, Inc.
69
Plan:
31
70
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (69) and the top rated plan (86) could equate to:
[How is this calculated?]
[How is this calculated?]
10 additional years of work Up to $76,100 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
Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances, Investment Menu Quality, and Salary Deferral. Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust currently has over 100 active participants and over $7.5M in plan assets.
Retirement Plan Details
| Address |
6020 Academy Ne, Ste. 100
Albuquerque, NM 87109 |
| Industry | Professional, Scientific, and Technical Services |
| Administrator | Judith Meeter |
| Net Plan Assets | $7,500,000 |
| Total Participants | 130 |
| Avg Account Balance | $57,000 |
Compare Other Companies in Peer Group
| Pariveda Solutions | 85.5 |
| Raytheon Telemus | 82.2 |
| Ids Scheer Americas | 80.8 |
| Princeton Consultants | 80.0 |
| Bickmore & Associates | 79.3 |
| Bradford & Galt | 69.7 |
Comments