S&S Healthcare Strategies, Ltd.

58
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (69)
Highest in Peer Group (88)

Plan Description

S&S Healthcare Strategies Ltd. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Salary Deferral. S&S Healthcare Strategies Ltd. 401k Plan currently has over 100 active participants and over $1.5M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (58) and the top rated plan (88) could equate to:
16
Additional years of work
131,442
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 1385 Kemper Meadow Drive
  • Location
    Cincinnati , OH
  • 45240
  • Industry
    Finance and Insurance
  • Administrator
    Brian Krause
  • Net Plan Assets
    $1,530,000
  • Total Participants
    140
  • Avg Account Balance
    $20,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Strategic Allocation: Aggressive 13%
57%
PIMCO Investment Grade Corporate Bond 9%
68%
American Century Strategic Allocation: Moderate 8%
61%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
ADP
Auditor
Moore Colson

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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