Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (63)
Highest in Peer Group (83)

Plan Description

Sweis Inc. 401k Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 53. This plan is in the top 15% of plans for Participation Rate. Sweis Inc. 401k Plan currently has over 100 active participants and over $435.2K in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (53) and the top rated plan (83) could equate to:
13
Additional years of work
227,165
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 23760 Hawthorne Blvd.
  • Location
    Torrance , CA
  • 90505
  • Industry
    Other Miscellaneous Nondurable Goods Merchant Wholesalers
  • Net Plan Assets
    $440,000
  • Total Participants
    150
  • Avg Account Balance
    $2,900

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
Dynarex 61.4
Helget Gas Products 53.8
Nature's Food Patch 52.7
The George J. Falter Company 49.9
JKM Trading Company 49.7
Fred's 32.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

48

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 69%
9%
American Funds Growth Fund of America 6%
29%
American Funds American Mutual 3%
97%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Russon & Johnston CPAS

Articles and Questions

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