Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (59)
Highest in Peer Group (89)

Plan Description

The Spyglass Group, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Participation Rate. The Spyglass Group, LLC 401k Plan currently has over 100 active participants and over $4.4M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (73) and the top rated plan (89) could equate to:
10
Additional years of work
86,850
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 25777 Detroit Road, Suite 400
  • Location
    Westlake , OH
  • 44145
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Bradley W. Clark
  • Net Plan Assets
    $4,430,000
  • Total Participants
    120
  • Avg Account Balance
    $38,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Metromile 74.0
Intact Technology 73.3
Bay Area Tech Workers 63.5
Tbco, LLC 55.1
Broadpath 43.6
Cuppett Management Company 41.9

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Funds II Multimanager Lifestyle Aggressive 33%
N/A
John Hancock Funds II Multimanager Lifestyle Growth 32%
N/A
John Hancock Funds II Multimanager Lifestyle Balanced 16%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Insurance Advisor/Broker
UBS Financial Services, Inc.
Recordkeeper
John Hancock
Auditor
Corrigan Krause CPA's

Articles and Questions

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