Kelly Financial, Inc. Retirement Plan

Wealthminder's Take

Kelly Financial, Inc. Retirement Plan at Kelly Financial, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $2,297,114.00 in assets. With 22 participants, the Kelly Financial, Inc. Retirement Plan has an average balance per participant of $104,414.27.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
36
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
17
Company Match Level
34
Employee Participation Rate
43
Employee Contribution Level
46
Average Balance Size
64
Kelly Financial, Inc. Details
Address
120 E. Lakeside St.
Madison, WI 53715
Telephone
608-284-0120
Total Assets
$2,297,114.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
22
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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