Overview

Plan Rating

BrightScope Rating
52
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (56)
Highest in Peer Group (75)

Plan Description

Anderson Auto Group 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. Anderson Auto Group 401k Profit Sharing Plan & Trust currently has over 300 active participants and over $4.1M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (52) and the top rated plan (75) could equate to:
10
Additional years of work
124,866
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3201 Yankee Hill Road
  • Location
    Lincoln , NE
  • 68516
  • Industry
    New Car Dealers
  • Administrator
    Jenny Oelke
  • Net Plan Assets
    $4,120,000
  • Total Participants
    350
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Van Horn Automotive Group 57.9
Rochester Motor Company 57.2
Arbm 55.9
Sunrise Ford 55.4
PWP Enterprises 53.4
Briggs Auto Group 47.8
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 33%
17%
Vanguard 500 Index 25%
12%
American Funds New Perspective 10%
50%
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
Fidelity
Investment Adviser
Smith Hayes Advisors Inc.
Investment Adviser
D.A. Davidson & Co.
Auditor
Bkd, LLP

Articles and Questions

Boeing Plan Report (Updated)

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