Select Page

SMI COMPANIES GLOBAL, INC. 401(K) PLAN

Plan Contact

Please log in to view contact information.

Plan General Information

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of SMI COMPANIES GLOBAL, INC. 401(K) PLAN is $116,419.00.This plan was established in 1995.

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in SMI COMPANIES GLOBAL, INC. 401(K) PLAN is 158

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for SMI COMPANIES GLOBAL, INC. 401(K) PLAN is $736.00

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for SMI COMPANIES GLOBAL, INC. 401(K) PLAN is $798.00.

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of SMI COMPANIES GLOBAL, INC. 401(K) PLAN is -88.79%.

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for SMI COMPANIES GLOBAL, INC. 401(K) PLAN is -2.13%. This measures the effectiveness of the plan participants' investments in the year.

SMI COMPANIES GLOBAL, INC. 401(K) PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of SMI COMPANIES GLOBAL, INC. 401(K) PLAN is 12.46%.

Enrollment Features

SMI COMPANIES GLOBAL, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...