Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group ()
Average in Peer Group ()
Highest in Peer Group ()

Plan Description

La Jolla Country Club 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Account Balances. La Jolla Country Club 401k Plan currently has over 100 active participants and over $5.5M in plan assets.

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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7301 High Ave
  • Location
    La Jolla , CA
  • 92037-5210
  • Industry
    Arts, Entertainment, and Recreation
  • Administrator
    Doreen Scardino
  • Net Plan Assets
    $5,470,000
  • Total Participants
    120
  • Avg Account Balance
    $66,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Peer Group Plans

Company Rating

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 27%
12%
Prudential Total Return Bond 12%
72%
Oakmark International 9%
76%
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
Principal Financial Group
Insurance Advisor/Broker
TBS Agency, Inc.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Gurrera & Associates

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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