Overview

Plan Rating

BrightScope Rating
52
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (68)
Highest in Peer Group (91)

Plan Description

OPTO 22 Money Purchase Pension Plan and Trust is a defined contribution plan. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Account Balances and Company Generosity. OPTO 22 Money Purchase Pension Plan and Trust currently has over 100 active participants and over $17.9M in plan assets.

Did you know?

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (52) and the top rated plan (91) could equate to:
21
Additional years of work
154,563
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 5/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 43044 Business Park Drive
  • Location
    Temecula , CA
  • 92590-3614
  • Industry
    Manufacturing
  • Administrator
    Kathleen Roe
  • Net Plan Assets
    $17,900,000
  • Total Participants
    150
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Siemer Milling Company 79.4
Rohrer 59.8
The VPS Companies 59.0
Murry's 54.5
Brookfield Fabricating 52.3
Alro Steel 40.0

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Wells Fargo Stable Value 50%
N/A
T. Rowe Price Retirement 35%
27%
T. Rowe Price New Horizons 2%
8%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
Wells Fargo
Recordkeeper
Wells Fargo
Investment Adviser
Wells Fargo
Auditor
Levitzacks, Certified Public Accoun

Articles and Questions

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