SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 3478 BUSKIRK AVENUE,,PLEASANT HILL,CA
  • Phone: (925) 680-0200

Plan General Information

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is $8,247,860.00.This plan was established in 1999.

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is 176

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is $46,862.00

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is $1,376.00.

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is approximately $3,592.00
Investing in this additonal $3,592.00 for 20 years would give you extra $229,951.00, assuming a 10% annual return.

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN allocates $632,366.00 to match its employees' contributions, providing an employer match rate of 255.30% of their contributions

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is 20.83%.

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is 17.92%. This measures the effectiveness of the plan participants' investments in the year.

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN is 0.27%.

Enrollment Features

SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS 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.

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