Rafferty Holdings, LLC
82
Plan:
Rafferty Retirement Plan
31
76
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
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
Rafferty Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. Rafferty Retirement Plan currently has over 100 active participants and over $13.9M in plan assets.
Retirement Plan Details
| Address |
33 Whitehall Street, 10th Floor
New York, NY 10004 |
| Industry | Securities Brokerage |
| Administrator | Maggie Reilly |
| Net Plan Assets | $13,900,000 |
| Total Participants | 180 |
| Avg Account Balance | $77,000 |
Compare Other Companies in Peer Group
| Miller Tabak Co., LLC | 83.2 |
| Imperial Capital, LLC | 82.7 |
| Canyon Partners, LLC | 76.6 |
| The Gms Group LLC | 76.4 |
| David A. Noyes & Company | 74.1 |
| Coastal Securities | 73.8 |



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