Summit Wealth Advocates Llc 401k Plan

Wealthminder's Take

Summit Wealth Advocates Llc 401k Plan at Summit Wealth Advocates Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $144,841.00 in assets. With 3 participants, the Summit Wealth Advocates Llc 401k Plan has an average balance per participant of $48,280.33.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
63
Your Plan
83

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
75
Company Match Level
91
Employee Participation Rate
37
Employee Contribution Level
72
Average Balance Size
23
Summit Wealth Advocates Llc Details
Address
5871 Crossandra Street Se
Prior Lake, MN 55372
Telephone
952-356-7737
Total Assets
$144,841.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
3
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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