MONEY PURCHASE 401 A PLAN TYPE PENSION
Plan Contact
Plan General Information
MONEY PURCHASE 401 A PLAN TYPE PENSION Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of MONEY PURCHASE 401 A PLAN TYPE PENSION is $463,034.00.This plan was established in 1999.
MONEY PURCHASE 401 A PLAN TYPE PENSION Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in MONEY PURCHASE 401 A PLAN TYPE PENSION is 2
MONEY PURCHASE 401 A PLAN TYPE PENSION Average Participant Retirement Account Value
In 2020, the average participant retirement account value for MONEY PURCHASE 401 A PLAN TYPE PENSION is $231,517.00
MONEY PURCHASE 401 A PLAN TYPE PENSION Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in MONEY PURCHASE 401 A PLAN TYPE PENSION is approximately $8,477.00
Investing in this additonal $8,477.00 for 20 years would give you extra $542,560.00, assuming a 10% annual return.
Investing in this additonal $8,477.00 for 20 years would give you extra $542,560.00, assuming a 10% annual return.
MONEY PURCHASE 401 A PLAN TYPE PENSION Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of MONEY PURCHASE 401 A PLAN TYPE PENSION is 16.75%.
MONEY PURCHASE 401 A PLAN TYPE PENSION Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for MONEY PURCHASE 401 A PLAN TYPE PENSION is 12.22%. This measures the effectiveness of the plan participants' investments in the year.
MONEY PURCHASE 401 A PLAN TYPE PENSION Expense Ratio
In 2020, the investment and administrative expense ratio of MONEY PURCHASE 401 A PLAN TYPE PENSION is 0.00%.
Enrollment Features
Recent Articles
- 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
- 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.
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 ...