Stone & Youngberg Holdings LLC
82
Plan:
Stone & Youngberg Profit Sharing and 401k Plan
38
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (82) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
6 additional years of work Up to $81,900 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
Stone & Youngberg Profit Sharing and 401k 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 and Salary Deferral. Stone & Youngberg Profit Sharing and 401k Plan currently has over 300 active participants and over $44.7M in plan assets.
Retirement Plan Details
| Address |
One Ferry Building, Suite 275
San Francisco, CA 94111 |
| Industry | Investment Banking and Securities Dealing |
| Administrator | Craig Summers |
| Net Plan Assets | $44,700,000 |
| Total Participants | 330 |
| Avg Account Balance | $140,000 |
Compare Other Companies in Peer Group
| Ctc, LLC | 86.3 |
| Weeden Investors, LP | 84.6 |
| The Glenmede | 80.9 |
| B. C. Ziegler and Company | 80.7 |
| FBR Capital Markets | 80.3 |
| Penson Worldwide | 76.1 |
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