Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (66)
Highest in Peer Group (93)

Plan Description

Daniel, Coker, Horton & Bell, P.A. Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Daniel, Coker, Horton & Bell, P.A. Profit Sharing 401k Plan currently has over 100 active participants and over $33.2M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (79) and the top rated plan (93) could equate to:
11
Additional years of work
100,324
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 P.O. Box 1084, 4400 Old Canton Road, Suite 400
  • Location
    Jackson , MS
  • 39211
  • Industry
    Offices of Lawyers
  • Administrator
    Ann N Puckett
  • Net Plan Assets
    $33,200,000
  • Total Participants
    130
  • Avg Account Balance
    $300,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

41

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 62%
5%
T. Rowe Price Stable Value Fund 14%
N/A
Total Common Stocks 8%
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
Legal Counsel
Tann, Brown & Russ Co.
Corporate Trustee
T. Rowe Price
Recordkeeper
T. Rowe Price
Auditor
Tann, Brown & Russ Co.