Select Page

SGROUP / GEMSTONE 401K PLAN

Plan Contact

  • Address: 601 MONTGOMERY SUITE 1206,SAN FRANCISCO,CA
  • Contact person: THOMAS J MEYER
  • Phone: (415) 956-3999

Plan General Information

SGROUP / GEMSTONE 401K PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of SGROUP / GEMSTONE 401K PLAN is $6,775,941.00.This plan was established in 1987.

SGROUP / GEMSTONE 401K PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in SGROUP / GEMSTONE 401K PLAN is 148

SGROUP / GEMSTONE 401K PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for SGROUP / GEMSTONE 401K PLAN is $45,783.00

SGROUP / GEMSTONE 401K PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for SGROUP / GEMSTONE 401K PLAN is $3,091.00.

SGROUP / GEMSTONE 401K PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in SGROUP / GEMSTONE 401K PLAN is approximately $81.00
Investing in this additonal $81.00 for 20 years would give you extra $5,245.00, assuming a 10% annual return.

SGROUP / GEMSTONE 401K PLAN Total Employer Contribution and Match Rate

In 2010, SGROUP / GEMSTONE 401K PLAN allocates $12,131.00 to match its employees' contributions, providing an employer match rate of 5.30% of their contributions

SGROUP / GEMSTONE 401K PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of SGROUP / GEMSTONE 401K PLAN is -24.82%.

SGROUP / GEMSTONE 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for SGROUP / GEMSTONE 401K PLAN is 9.87%. This measures the effectiveness of the plan participants' investments in the year.

SGROUP / GEMSTONE 401K PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of SGROUP / GEMSTONE 401K PLAN is 0.10%.

Enrollment Features


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 ...