STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC.

Plan Contact

  • Address: 2255 30TH STREET NW,OWATONNA,MN
  • Contact person: KEVIN RYMANOWSKI
  • Phone: (507) 444-4202

Plan General Information

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is $382,545.00.This plan was established in 2010.

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is 179

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Average Participant Retirement Account Value

In 2012, the average participant retirement account value for STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is $2,137.00

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is $1,172.00.

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is approximately $362.00
Investing in this additonal $362.00 for 20 years would give you extra $23,203.00, assuming a 10% annual return.

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Total Employer Contribution and Match Rate

In 2012, STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. allocates $64,896.00 to match its employees' contributions, providing an employer match rate of 61.83% of their contributions

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is 83.27%.

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is 5.58%. This measures the effectiveness of the plan participants' investments in the year.

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. Expense Ratio

In 2012, the investment and administrative expense ratio of STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is 0.48%.

Enrollment Features

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. 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 ...