PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 1791 ARASTRADERO ROAD,PALO ALTO,CA
  • Contact person: JUNE KLEIN
  • Phone: (650) 433-3849

Plan General Information

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $15,399,897.00.This plan was established in 1990.

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 356

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $43,258.00

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $3,707.00.

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $1,753.00
Investing in this additonal $1,753.00 for 20 years would give you extra $112,247.00, assuming a 10% annual return.

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2016, PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN allocates $624,375.00 to match its employees' contributions, providing an employer match rate of 94.61% of their contributions

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 8.42%.

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 1.81%. This measures the effectiveness of the plan participants' investments in the year.

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 0.00%.

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