Ken Donaldson Insurance Agency,inc 401k Plan

Wealthminder's Take

Ken Donaldson Insurance Agency,inc 401k Plan at Ken Donaldson Insurance Agency,inc in the Finance and Insurance industry has an unknown number of investment options, and a total of $279,038.00 in assets. With 10 participants, the Ken Donaldson Insurance Agency,inc 401k Plan has an average balance per participant of $27,903.80.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
26
Your Plan
90

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
2
Company Match Level
64
Employee Participation Rate
33
Employee Contribution Level
21
Average Balance Size
14
Ken Donaldson Insurance Agency,inc Details
Address
1433 Santa Monica Blvd
Santa Monica, CA 90404
Telephone
310-576-7674
Total Assets
$279,038.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
10
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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