The Capstone Wealth Advisors Llc Ret Plan

Wealthminder's Take

The Capstone Wealth Advisors Llc Ret Plan at Capstone Wealth Advisors Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,007,966.00 in assets. With 7 participants, the The Capstone Wealth Advisors Llc Ret Plan has an average balance per participant of $143,995.14.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
46
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
32
Company Match Level
49
Employee Participation Rate
37
Employee Contribution Level
69
Average Balance Size
65
Capstone Wealth Advisors Llc Details
Address
245 Commercial St Se Suite 215
Salem, OR 97301
Telephone
503-967-1980
Total Assets
$1,007,966.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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