S & G Discount Outlet, Inc.

63
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (60)
Highest in Peer Group (79)

Plan Description

S & G Discount Outlet, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. S & G Discount Outlet, Inc. 401k Plan currently has over 100 active participants and over $4.9M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (63) and the top rated plan (79) could equate to:
7
Additional years of work
120,237
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2206 Plaza Drive, Suite #400
  • Location
    Rocklin , CA
  • 95765
  • Industry
    Floor Covering Stores
  • Administrator
    Mark Wagner
  • Net Plan Assets
    $4,870,000
  • Total Participants
    170
  • Avg Account Balance
    $35,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 39%
34%
Vanguard 500 Index 18%
13%
Vanguard Mid Capitalization Index 13%
49%
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
ADP
Corporate Trustee
Genovese, Burford & Brothers
Recordkeeper
Genovese, Burford & Brothers
Corporate Trustee
Royal Alliance Associates, Inc.
Recordkeeper
Royal Alliance Associates, Inc.
Auditor
Macias Gini and Oconnell LLP

Articles and Questions

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