Overview

Plan Rating

BrightScope Rating
68
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 (71)
Highest in Peer Group (92)

Plan Description

The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity. The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan currently has over 400 active participants and over $23.3M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (68) and the top rated plan (92) could equate to:
16
Additional years of work
74,710
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1175 West Baseline Road
  • Location
    Claremont , CA
  • 91711-2199
  • Industry
    Educational Services
  • Administrator
    Janet Peddy
  • Net Plan Assets
    $23,300,000
  • Total Participants
    410
  • Avg Account Balance
    $67,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

57

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 24%
N/A
TIAA-CREF Stock 17%
N/A
TIAA-Nuveen Lifecycle Index 11%
2%
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
TIAA-Nuveen
Investment Adviser
Well and Good LLC
Auditor
CliftonLarsonAllen LLP

Articles and Questions

Boeing Plan Report (Updated)

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Why Do Investment Expenses Matter?
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