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HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST

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Plan General Information

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is $6,689,467.00.This plan was established in 1970.

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is 160

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Average Participant Retirement Account Value

In 2003, the average participant retirement account value for HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is $41,809.00

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is $3,022.00.

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is approximately $2,255.00
Investing in this additonal $2,255.00 for 20 years would give you extra $144,335.00, assuming a 10% annual return.

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Total Employer Contribution and Match Rate

In 2003, HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST allocates $360,839.00 to match its employees' contributions, providing an employer match rate of 149.24% of their contributions

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is -14.77%.

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is 15.98%. This measures the effectiveness of the plan participants' investments in the year.

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST Expense Ratio

In 2003, the investment and administrative expense ratio of HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST is 0.97%.

Enrollment Features

HOUSE EAR CLINIC, INC. 401K AND HEALTH/DISABILITY PLAN AND TRUST has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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