Overview

Plan Rating

BrightScope Rating
52
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (20)
Average in Peer Group (63)
Highest in Peer Group (89)

Plan Description

Sonic Corp. Savings and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 35% of plans for Company Generosity. Sonic Corp. Savings and Profit Sharing Plan currently has over 4,800 active participants and over $46.7M in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (52) and the top rated plan (89) could equate to:
19
Additional years of work
246,698
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 300 Johnny Bench Drive
  • Location
    Oklahoma City , OK
  • 73104
  • Industry
    Limited-Service Restaurants
  • Administrator
    Claudia San Pedro
  • Net Plan Assets
    $46,700,000
  • Total Participants
    4,900
  • Avg Account Balance
    $30,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Below Avg.
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Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Invesco Growth & Income 15%
46%
MainStay Large Cap Growth 13%
78%
American Funds Income Fund of America 13%
2%
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
Investment Adviser
Milliman, Inc.
Legal Counsel
Kirkpatrick & Lockhart
Auditor
Kpmg, LLP

Articles and Questions

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