SCERA at a Glance


Statistics data as of December 31, 2018.

Fund Statistics

Membership

  • Actives: 4,021 (General 3,309; Safety 712)
  • Deferred/Transferred: 1,295 (General 1079; Safety 216)
  • Retired: 5,096 (General 4,166; Safety 930)

Participating employer's member count

  • County of Sonoma (3,526)
  • Superior Court- State of California (178)
  • Sonoma County Water Agency (217)
  • Sonoma County Community Development Commission (40)
  • Valley of the Moon Fire Protection District (47)
  • Sonoma County Transportation Authority (13)

Assets

$2.5 Billion
Policy Asset Allocation:

  • Equities 55.9%
  • Fixed Income 22.3%
  • Real Assets 19.5%
  • Opportunistic 2.3%

Investment Earnings 20-year Annualized Return

6.0% (net of fees)

Retirement benefits paid/Average years of service

All Retirees - Average 17.03 Years of service

  • Benefit:
    • $3,054/month
    • $36,648/year

2018 Retirees - Average 16.45 Years of service

  • Benefit:
    • $3,796/month
    • $45,551/year

Distribution of benefits paid

  • Less than $10,000/year: 15.13%
  • $10,000 to $19,999/year: 21.14%
  • $20,000 to $49,999/year: 41.44%
  • $50,000 to $99,999/year: 18.87%
  • Over $100,000/year: 3.42%

Retirement contributions as percentage of salary for fiscal year 2019/2020

These rates are for County of Sonoma only. Rates for other employers vary somewhat. Rates are as of 7/1/18.

Plan A (Legacy Plan)

Employee average rate:

  • General 12.37%
  • Safety 12.77%
    In addition, employees contribute 7.65% to Social Security

Employer:

  • General 18.19%
  • Safety 27.38%
    In addition, the employer contributes 7.65% to Social Security

Plan B (PEPRA Plan)

Employee:

  • General 10.37%
  • Safety 13.98%
    In addition, employees contribute 7.65% to Social Security

Employer:

  • General 13.12%
  • Safety 20.01%
    In addition, the employer contributes 7.65% to Social Security