Milestone Insurance Brokers 401(k) Plan

Wealthminder's Take

Milestone Insurance Brokers 401(k) Plan at Milestone Insurance Brokers, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $446,958.00 in assets. With 15 participants, the Milestone Insurance Brokers 401(k) Plan has an average balance per participant of $29,797.20.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
35
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
65
Company Match Level
1
Employee Participation Rate
49
Employee Contribution Level
16
Average Balance Size
13
Milestone Insurance Brokers, Inc. Details
Address
8 Corporate Park, Suite 130
Irvine, CA 92606
Telephone
949-852-0909
Total Assets
$446,958.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
15
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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