MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 950 GRAND AVE,GRAND JUNCTION,CO
- Contact person: CHRIS BERGQUIST
- Phone: (970) 243-3702
Plan General Information
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2015, the total retirement plan assets of MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is $3,572,660.00.This plan was established in 1982.
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2015, the total number of retirement plan participants in MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is 694
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2015, the average participant retirement account value for MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is $5,147.00
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2015, the estimated average employee contribution amount per participant for MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is $481.00.
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2015, the estimated average employer match for an employee in MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is approximately $115.00
Investing in this additonal $115.00 for 20 years would give you extra $7,367.00, assuming a 10% annual return.
Investing in this additonal $115.00 for 20 years would give you extra $7,367.00, assuming a 10% annual return.
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2015, MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN allocates $79,894.00 to match its employees' contributions, providing an employer match rate of 47.84% of their contributions
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2015, the total retirement plan asset growth rate of MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is -8.81%.
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2015, the estimated aggregate retirement account investment gain/loss for MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is -0.42%. This measures the effectiveness of the plan participants' investments in the year.
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2015, the investment and administrative expense ratio of MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN is 0.05%.
Enrollment Features
MESA DEVELOPMENTAL SERVICES CONTRIBUTORY TAX SHELTERED ANNUITY PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- 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
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
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 ...