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STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN

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Plan General Information

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is $44,729,212.00.This plan was established in 1974.

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is 320

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is $139,778.00

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is $14,376.00.

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is approximately $14.00
Investing in this additonal $14.00 for 20 years would give you extra $941.00, assuming a 10% annual return.

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Total Employer Contribution and Match Rate

In 2010, STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN allocates $4,706.00 to match its employees' contributions, providing an employer match rate of 0.20% of their contributions

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is 12.90%.

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is 11.42%. This measures the effectiveness of the plan participants' investments in the year.

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN is 0.23%.

Enrollment Features

STONE & YOUNGBERG PROFIT SHARING AND 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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