Southern Graphics Incorporated

72
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (82)
Highest in Peer Group (91)

Plan Description

Southern Graphics Inc. Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. Southern Graphics Inc. Savings Plan currently has over 2,200 active participants and over $198.1M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (72) and the top rated plan (91) could equate to:
13
Additional years of work
96,540
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 626 W. Main St. Suite 500
  • Location
    Louisville , KY
  • 40202
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Terry Koontz
  • Net Plan Assets
    $198,000,000
  • Total Participants
    2,300
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Modern Technology Solutions 84.9
SRC 77.3
NV5 75.1
American Systems 74.8
Akebono Brake 65.6
KCI Technologies 63.9

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 13%
9%
JPMorgan SmartRetirement 12%
17%
American Funds Growth Fund of America 9%
22%
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
Transamerica
Auditor
Mcm CPAS & Advisors LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

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?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question