CANACCORD ADAMS INC. 401(K) PLAN

Plan Contact

  • Address: 99 HIGH STREET,BOSTON,MA
  • Contact person: CAROL LIPMAN
  • Phone: (617) 371-3900

Plan General Information

CANACCORD ADAMS INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of CANACCORD ADAMS INC. 401(K) PLAN is $17,042,617.00.This plan was established in 1981.

CANACCORD ADAMS INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in CANACCORD ADAMS INC. 401(K) PLAN is 226

CANACCORD ADAMS INC. 401(K) PLAN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for CANACCORD ADAMS INC. 401(K) PLAN is $75,409.00

CANACCORD ADAMS INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for CANACCORD ADAMS INC. 401(K) PLAN is $11,898.00.

CANACCORD ADAMS INC. 401(K) PLAN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in CANACCORD ADAMS INC. 401(K) PLAN is approximately $2,254.00
Investing in this additonal $2,254.00 for 20 years would give you extra $144,259.00, assuming a 10% annual return.

CANACCORD ADAMS INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2009, CANACCORD ADAMS INC. 401(K) PLAN allocates $509,417.00 to match its employees' contributions, providing an employer match rate of 37.89% of their contributions

CANACCORD ADAMS INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of CANACCORD ADAMS INC. 401(K) PLAN is 35.31%.

CANACCORD ADAMS INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for CANACCORD ADAMS INC. 401(K) PLAN is 29.05%. This measures the effectiveness of the plan participants' investments in the year.

CANACCORD ADAMS INC. 401(K) PLAN Expense Ratio

In 2009, the investment and administrative expense ratio of CANACCORD ADAMS INC. 401(K) PLAN 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 …