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Company:
San Luis Physical Therapy & Orthopedic Rehabilitation, a PC
Plan:
San Luis Physical Therapy & Orthopedic Rehabilitation 401k Plan
 

San Luis Physical Therapy & Orthopedic Rehabilitation, a PC

52 Plan:

 
 
52
29
59
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (52) and the top rated plan (88) could equate to:
[How is this calculated?]
18 additional years of work
Up to $231,000 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.

 

 Comments

Retirement Plan Description

San Luis Physical Therapy & Orthopedic Rehabilitation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. San Luis Physical Therapy & Orthopedic Rehabilitation 401k Plan currently has over 100 active participants and over $2.0M in plan assets.

 Retirement Plan Details

Address 805 Aerovista, Suite 201
San Luis Obispo, CA 93401 
Industry Offices of Physical, Occupational and Speech Therapists, and Audiologists
Administrator Matthew Wild
Net Plan Assets $2,030,000
Total Participants 140
Avg Account Balance $16,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 13%
2. Total Common Stocks 12%
3. John Hancock Funds II Lifestyle Balanced 8%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor Caliber Audit & Attest, LLP
Recordkeeper John Hancock

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