Soucy Insurance Agency, Inc. Safe Harbor 401(k) Plan

Wealthminder's Take

Soucy Insurance Agency, Inc. Safe Harbor 401(k) Plan at Soucy Insurance Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $3,029,433.00 in assets. With 11 participants, the Soucy Insurance Agency, Inc. Safe Harbor 401(k) Plan has an average balance per participant of $275,403.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
50
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
23
Company Match Level
43
Employee Participation Rate
49
Employee Contribution Level
86
Average Balance Size
94
Soucy Insurance Agency, Inc. Details
Address
85 Lafayette St.
Salem, MA 01970
Telephone
978-744-7110
Total Assets
$3,029,433.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
11
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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