Pacific Southwest Financial 401k Plan

Wealthminder's Take

Pacific Southwest Financial 401k Plan at Pacific Southwest Financial & Insurance in the Finance and Insurance industry has an unknown number of investment options, and a total of $2,738,263.00 in assets. With 48 participants, the Pacific Southwest Financial 401k Plan has an average balance per participant of $57,047.15.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
24
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
31
Company Match Level
7
Employee Participation Rate
8
Employee Contribution Level
44
Average Balance Size
50
Pacific Southwest Financial & Insurance Details
Address
4275 Executive Square, Ste 900
La Jolla, CA 92037
Telephone
858-546-8686
Total Assets
$2,738,263.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
48
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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