PROGRESSIVE FINANCIAL SERVICES

Plan Contact

  • Address: 1919 WEST FAIRMONT DR,,TEMPE,AZ
  • Contact person: PROGRESSIVE FINANCIAL
  • Phone: (602) 453-8919

Plan General Information

PROGRESSIVE FINANCIAL SERVICES Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of PROGRESSIVE FINANCIAL SERVICES is $657,154.00.This plan was established in 2000.

PROGRESSIVE FINANCIAL SERVICES Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in PROGRESSIVE FINANCIAL SERVICES is 538

PROGRESSIVE FINANCIAL SERVICES Average Participant Retirement Account Value

In 2009, the average participant retirement account value for PROGRESSIVE FINANCIAL SERVICES is $1,221.00

PROGRESSIVE FINANCIAL SERVICES Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for PROGRESSIVE FINANCIAL SERVICES is $438.00.

PROGRESSIVE FINANCIAL SERVICES Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in PROGRESSIVE FINANCIAL SERVICES is approximately $39.00
Investing in this additonal $39.00 for 20 years would give you extra $2,558.00, assuming a 10% annual return.

PROGRESSIVE FINANCIAL SERVICES Total Employer Contribution and Match Rate

In 2009, PROGRESSIVE FINANCIAL SERVICES allocates $21,507.00 to match its employees' contributions, providing an employer match rate of 18.21% of their contributions

PROGRESSIVE FINANCIAL SERVICES Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of PROGRESSIVE FINANCIAL SERVICES is 46.88%.

PROGRESSIVE FINANCIAL SERVICES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for PROGRESSIVE FINANCIAL SERVICES is 19.91%. This measures the effectiveness of the plan participants' investments in the year.

PROGRESSIVE FINANCIAL SERVICES Expense Ratio

In 2009, the investment and administrative expense ratio of PROGRESSIVE FINANCIAL SERVICES is 0.03%.

Enrollment Features

PROGRESSIVE FINANCIAL SERVICES has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …