1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO

Plan Contact

  • Contact person: MARiA ROMaN
  • Phone: (787) 758-2000

Plan General Information

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is $2,909,645.00.This plan was established in 1997.

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is 1247

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Average Participant Retirement Account Value

In 1999, the average participant retirement account value for 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is $2,333.00

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is $1,094.00.

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is approximately $294.00
Investing in this additonal $294.00 for 20 years would give you extra $18,819.00, assuming a 10% annual return.

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Total Employer Contribution and Match Rate

In 1999, 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO allocates $366,677.00 to match its employees' contributions, providing an employer match rate of 53.74% of their contributions

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is 72.72%.

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is 13.84%. This measures the effectiveness of the plan participants' investments in the year.

1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO Expense Ratio

In 1999, the investment and administrative expense ratio of 1165E RETIREMENT PLAN FOR EMPLOYEES - SOCIEDAD ESPAOLA DE AUXILIO MUTUO is 0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …