Overview

Plan Rating

BrightScope Rating
71
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (66)
Highest in Peer Group (89)

Plan Description

XTRA 401k Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Account Balances. XTRA 401k Savings and Retirement Plan currently has over 500 active participants and over $58.2M in plan assets.

Did you know?

For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (71) and the top rated plan (89) could equate to:
11
Additional years of work
62,037
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7911 Forsyth Blvd Suite 600
  • Location
    St. Louis , MO
  • 63105
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Pamela Cherie
  • Net Plan Assets
    $58,200,000
  • Total Participants
    600
  • Avg Account Balance
    $99,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 26%
15%
Fidelity Low-Priced Stock 15%
81%
American Beacon Large Cap Value 10%
72%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Consultant
Hm Capital Management
Consultant
Bryan Cave LLP
Recordkeeper
Fidelity
Auditor
Brown Smith Wallace LLC

Articles and Questions