Plan Benchmarking

Thank you for your interest.

Benchmark Your 401(k) Plan.

How does your company’s 401(K) plan compare to other 401(k) plans?

Many plan sponsors want to know how their 401(k) plan stacks up to the typical or average plan. This is often the first question asked when attempting to determine whether an effort should be made to upgrade the features and benefits of the plan.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

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Contact Information

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27225 Camp Plenty Rd., Suite 5
Santa Clarita, CA 91351
Phone: 661.252.4000 or 800.663.6029 Fax: 800.663.4025