The SSI Group, LLC

LocationMobile, AL
Asset Size>$25MM – $50MM
Number of Participants100 – 499 Participants
Participation rate97%
Avg. deferral rate6.5%
No. of funds offered17
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
Default deferral rate6%
Default investmentBalanced fund
Systematic withdrawalsNo
Fee equalizationYes
Match Rate50% of first 6% of salary
% receiving full match>75%
Max Employer Contribution4.0%
Financial education: 
Investing strategiesx
College saving 
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings optionsx
RecordkeeperCharles Schwab
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