Overview

Plan Rating

BrightScope Rating
55
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (62)
Highest in Peer Group (82)

Plan Description

SA Holding Company, Inc. 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 55. SA Holding Company, Inc. 401k Plan currently has over 300 active participants and over $4.2M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (55) and the top rated plan (82) could equate to:
13
Additional years of work
138,657
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 711 Avignon Drive
  • Location
    Ridgeland , MS
  • 39157
  • Industry
    Offices of Physical, Occupational and Speech Therapists, and Audiologists
  • Administrator
    Jennifer Mitchell
  • Net Plan Assets
    $4,200,000
  • Total Participants
    390
  • Avg Account Balance
    $14,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 73%
9%
Fidelity 500 Index 7%
N/A
Carillon Scout Mid Cap 3%
20%
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
Fidelity
Investment Adviser
Morgan Keegan & Company, Inc.
Auditor
Breazeale Saunders & Oneil Ltd

Articles and Questions

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