DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS
Plan Contact
- Address: 990 SPRING GARDEN STREET,,PHILADELPHIA,PA
- Phone: (215) 561-4676
Plan General Information
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is $5,027,280.00.This plan was established in 2003.
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is 271
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Average Participant Retirement Account Value
In 2018, the average participant retirement account value for DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is $18,550.00
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is $3,560.00.
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is approximately $1,605.00
Investing in this additonal $1,605.00 for 20 years would give you extra $102,758.00, assuming a 10% annual return.
Investing in this additonal $1,605.00 for 20 years would give you extra $102,758.00, assuming a 10% annual return.
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Total Employer Contribution and Match Rate
In 2018, DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS allocates $435,117.00 to match its employees' contributions, providing an employer match rate of 90.18% of their contributions
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is 14.45%.
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is -3.08%. This measures the effectiveness of the plan participants' investments in the year.
DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS Expense Ratio
In 2018, the investment and administrative expense ratio of DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS is 0.00%.
Enrollment Features
Recent Articles
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
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 ...