The Doctors' Insurance Agency Retirement Plan

Wealthminder's Take

The Doctors' Insurance Agency Retirement Plan at O Brien Insurance Services, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,186,530.00 in assets. With 11 participants, the The Doctors' Insurance Agency Retirement Plan has an average balance per participant of $107,866.36.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
27
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
5
Company Match Level
17
Employee Participation Rate
49
Employee Contribution Level
25
Average Balance Size
64
O Brien Insurance Services, Inc. Details
Address
6 Hamilton Landing, Suite 170
Novato, CA 94949
Telephone
415-506-3030
Total Assets
$1,186,530.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
11
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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