STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC.

Plan Overview & Key Metrics

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. is a defined contribution retirement plan offered by STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC.. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

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%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

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.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC.:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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