Overview

Plan Rating

BrightScope Rating
3
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (55)
Highest in Peer Group (74)

Plan Description

Safe Haven 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 3. Safe Haven 401k Plan currently has over 300 active participants and over $110.0K in plan assets.

Did you know?

For the average 401k participant, the 71 point difference between this plan's BrightScope Rating (3) and the top rated plan (74) could equate to:
47
Additional years of work
*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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 620 6th Street
  • Location
    Bellevue , ID
  • 83313
  • Industry
    Home Health Care Services
  • Administrator
    Scott Burpee
  • Net Plan Assets
    $110,000
  • Total Participants
    310
  • Avg Account Balance
    $450

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Hartford Balanced Income 71%
N/A
Franklin Growth Allocation 7%
N/A
Hartford Life Fixed Account 6%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Hartford
Insurance Advisor/Broker
MassMutual
Recordkeeper
MassMutual
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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