Overview

Plan Rating

BrightScope Rating
87
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 (68)
Highest in Peer Group (93)

Plan Description

SVB Financial Group 401k and Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 87, 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. SVB Financial Group 401k and Employee Stock Ownership Plan currently has over 2,300 active participants and over $401.0M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (87) and the top rated plan (93) could equate to:
6
Additional years of work
42,804
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 3003 Tasman Drive, M/S Hc 130
  • Location
    Santa Clara , CA
  • 95054
  • Industry
    Commercial Banking
  • Administrator
    Lisa Singh
  • Net Plan Assets
    $401,000,000
  • Total Participants
    2,400
  • Avg Account Balance
    $170,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 19%
41%
SVB Financial Group Common Stock 16%
N/A
Fidelity 500 Index 11%
6%
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
Trucker Huss, APC
Consultant
Financial Telesis, Inc.
Legal Counsel
Milliman, Inc.
Recordkeeper
Fidelity
Auditor
Moss Adams