Overview

Plan Rating

BrightScope Rating
50
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 (61)
Highest in Peer Group (90)

Plan Description

The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan currently has over 300 active participants and over $2.9M in plan assets.

Did you know?

For the average 401k participant, the 40 point difference between this plan's BrightScope Rating (50) and the top rated plan (90) could equate to:
20
Additional years of work
224,933
Lost 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. 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 3/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 42882 Ivy Street
  • Location
    Murrieta , CA
  • 92562
  • Industry
    Charter Bus Industry
  • Administrator
    Dale E. Carson
  • Net Plan Assets
    $2,910,000
  • Total Participants
    380
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
SSgA S&P 500 Index 16%
N/A
American United Life Fixed Fund 15%
N/A
Oppenheimer Global Opportunities 8%
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
American United Life
Insurance Advisor/Broker
SagePoint Financial, Inc.
Recordkeeper
American United Life
Auditor
Roorda, Piquet & Bessee, Inc., CPAS

Articles and Questions

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