Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (14)
Average in Peer Group (75)
Highest in Peer Group (91)

Plan Description

Fidelity Southern Corporation Tax Deferred 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral. Fidelity Southern Corporation Tax Deferred 401k Savings Plan currently has over 1,400 active participants and over $22.1M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (77) and the top rated plan (91) could equate to:
10
Additional years of work
44,258
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3 Corporate Square, 7th Floor
  • Location
    Atlanta , GA
  • 30329
  • Industry
    Commercial Banking
  • Administrator
    Stephanie Huckaby
  • Net Plan Assets
    $22,100,000
  • Total Participants
    1,500
  • Avg Account Balance
    $16,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 90%
N/A
Participant Loans 3%
N/A
Vanguard Group Target Retirement 3%
34%
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
OneAmerica Securities, Inc.
Corporate Trustee
Fidelity
Corporate Trustee
BMO Harris Bank, N.A.
Auditor
Mauldin & Jenkins, LLC

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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