Southwestern Financial Corporation
68
Plan:
38
70
85
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 (68) and the top rated plan (85) could equate to:
[How is this calculated?]
[How is this calculated?]
9 additional years of work Up to $72,200 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
Southwestern Financial Corporation Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and leveraged ESOP component. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. Southwestern Financial Corporation Employee Stock Ownership Plan currently has over 200 active participants and over $30.9M in plan assets.
Retirement Plan Details
| Address |
Po Box 15001
Casa Grande, AZ 85230-5001 |
| Industry | Insurance Agencies and Brokerages |
| Administrator | Brian Wurpts |
| Net Plan Assets | $30,900,000 |
| Total Participants | 240 |
| Avg Account Balance | $140,000 |
Compare Other Companies in Peer Group
| Woodruff-Sawyer & Co. | 81.2 |
| Barney & Barney LLC | 79.1 |
| Frenkel & Co. | 78.3 |
| Riggs, Counselman, Michaels and... | 78.0 |
| Fred A. Moreton & Company | 75.4 |
| Merrimack Mutual Fire Insurance Co. | 73.6 |
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