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Company:
Alternatives Unlimited Inc.
Plan:
Alternatives Unlimited Inc. Tax Deferred Annuity Plan
 

Alternatives Unlimited Inc.

47 Plan: Alternatives Unlimited Inc. Tax Deferred Annuity Plan

 
 
47
6
49
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (47) and the top rated plan (85) could equate to:
[How is this calculated?]
17 additional years of work
Up to $283,300 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

Alternatives Unlimited Inc. Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 47. This plan is in the top 35% of plans for Total Plan Cost. Alternatives Unlimited Inc. Tax Deferred Annuity Plan currently has over 1,000 active participants and over $7.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
13
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. Lincoln Financial Stable Value 28%
2. American Funds Fundamental Investors 14%
3. Loomis Sayles Investment Grade Bond 13%

 Retirement Plan Details

Address 54 Douglas Road
Whitinsville, MA 01588-2008 
Industry Vocational Rehabilitation Services
Administrator Julie Davieau
Net Plan Assets $7,200,000
Total Participants 1,100
Avg Account Balance $13,000

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Commonwealth Financial Network
Administration Lincoln Financial
Auditor Alexander, Aronson, Finning & Co.,P.C.