Home  >   401k Directory   >   Santa Catalina Island Company
 
Company:
Santa Catalina Island Company
Plan:
Santa Catalina Island Savings Plan
 

Santa Catalina Island Company

62 Plan: Santa Catalina Island Savings Plan

 
 
62
10
50
76
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (62) and the top rated plan (76) could equate to:
[How is this calculated?]
7 additional years of work
Up to $75,800 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

Santa Catalina Island Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Total Plan Cost. Santa Catalina Island Savings Plan currently has over 200 active participants and over $10.7M in plan assets.

 

 Retirement Plan Details

Address 150 Metropole Avenue
Po Box 737
Avalon, CA 90704 
Industry Hotels (except Casino Hotels) and Motels
Administrator Karen Berkheimer
Net Plan Assets $10,700,000
Total Participants 270
Avg Account Balance $38,000

 Top 3 Funds in this 401k

1. MassMutual Guaranteed Interest Account 38%
2. Dodge & Cox Stock 19%
3. T. Rowe Price Retirement 2020 11%

  Plan Service Providers

Insurance Carrier MassMutual
Insurance Advisor/Broker James W Simonds
Auditor BDO Seidman, LLP

 Comments