Sonnenberg & Company Cpa Incentive Savings Plan

Wealthminder's Take

Sonnenberg & Company Cpa Incentive Savings Plan at Sonnenberg & Company, Cpas A Professional Corporation in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $1,773,320.00 in assets. With 19 participants, the Sonnenberg & Company Cpa Incentive Savings Plan has an average balance per participant of $93,332.63.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
43
Your Plan
91

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
56
Company Match Level
39
Employee Participation Rate
43
Employee Contribution Level
22
Average Balance Size
47
Sonnenberg & Company, Cpas A Professional Corporation Details
Address
5190 Governor Drive, Suite 201
San Diego, CA 92122-2848
Telephone
858-457-5252
Total Assets
$1,773,320.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
19
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Sonnenberg & Company Cpa Incentive Savings Plan? Request free proposals from financial advisors today.
Do you work at Sonnenberg & Company, Cpas A Professional Corporation? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.