Advanced Benefits Group Retirement Plan

Wealthminder's Take

Advanced Benefits Group Retirement Plan at Sonoma Insurance Sales & Marketing Corporation in the Finance and Insurance industry has an unknown number of investment options, and a total of $402,749.00 in assets. With 7 participants, the Advanced Benefits Group Retirement Plan has an average balance per participant of $57,535.57.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
50
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
72
Company Match Level
47
Employee Participation Rate
49
Employee Contribution Level
25
Average Balance Size
33
Sonoma Insurance Sales & Marketing Corporation Details
Address
182 Farmers Lane, Suite 204
Santa Rosa, CA 95405
Telephone
707-527-7557
Total Assets
$402,749.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
7
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 Advanced Benefits Group Retirement Plan? Request free proposals from financial advisors today.
Do you work at Sonoma Insurance Sales & Marketing Corporation? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.