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Company:
San Diego Country Estates Association
Plan:
San Diego Country Estates Association Employee Savings and Protection Plan
 

San Diego Country Estates Association

27 Plan: San Diego Country Estates Association Employee Savings and Protection Plan

 
 
27
10
56
86
0
10
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100
For the average 401k participant, the 59 point difference between this plan's BrightScope Rating (27) and the top rated plan (86) could equate to:
[How is this calculated?]
26 additional years of work
Up to $489,600 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

San Diego Country Estates Association Employee Savings and Protection Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 27. San Diego Country Estates Association Employee Savings and Protection Plan currently has over 100 active participants and over $1.3M in plan assets.

 

 Retirement Plan Details

Address 24157 San Vicente Road
Ramona, CA 92065 
Industry Arts, Entertainment, and Recreation
Administrator Juli Elliott
Net Plan Assets $1,330,000
Total Participants 150
Avg Account Balance $8,800

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 19%
2. John Hancock Funds II Lifestyle Conservative 17%
3. John Hancock Funds II Lifestyle Growth 7%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Barney & Barney LLC
Recordkeeper John Hancock
Auditor AKT

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