Overview

Plan Rating

BrightScope Rating
86
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (72)
Highest in Peer Group (92)

Plan Description

Scripps Clinic Medical Group, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Scripps Clinic Medical Group, Inc. Retirement Savings Plan currently has over 1,100 active participants and over $495.6M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (86) and the top rated plan (92) could equate to:
6
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 10666 N. Torrey Pines Rd.
  • Location
    La Jolla , CA
  • 92037
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Jim Mulvey
  • Net Plan Assets
    $496,000,000
  • Total Participants
    1,100
  • Avg Account Balance
    $520,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Personal Choice Retirement Account 42%
N/A
Schwab US Aggregate Bond ETF 5%
19%
Schwab US Broad Market ETF 4%
28%
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
AIG Asset Management (U.S.), LLC
Insurance Carrier
Transamerica
Insurance Carrier
John Hancock
Insurance Carrier
Northwestern Mutual
Investment Adviser
Charles Schwab
Recordkeeper
Charles Schwab
Investment Adviser
HoyleCohen, LLC
Investment Adviser
Del Mar Wealth Management
Investment Adviser
Dowling & Yahnke, LLC
Investment Adviser
Blankinship & Foster LLP
Investment Adviser
Fisher Investments
Investment Adviser
Sai Financial Advisors
Investment Adviser
Ep Wealth Advisors LLC
Investment Adviser
Wetherby Asset Management
Investment Adviser
Signature Estate and Investment
Investment Adviser
Tom Johnson Investment Management Inc.
Investment Adviser
Independent Financial Group, LLC
Investment Adviser
First Foundation Inc.
Investment Adviser
Aspiriant, LLC
Investment Adviser
Brian D. Lowder Inc
Investment Adviser
Stolper & Company
Investment Adviser
Hillegas Advisory Services Inc
Investment Adviser
Buckingham Asset Management, Inc.
Investment Adviser
First Affirmative Financial
Investment Adviser
Carlsbad Wealth Advisory Group
Investment Adviser
Pure Financial Advisors
Auditor
Hutchinson & Bloodgood

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