TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL
Plan Contact
- Address: 2941 S GULLEY RD,DEARBORN,MI
- Contact person: ROBERTA ANDERSON
- Phone: (313) 278-3040
Plan General Information
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is $3,769,251.00.This plan was established in 1974.
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is 139
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Average Participant Retirement Account Value
In 2018, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is $27,116.00
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is $2,416.00.
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is -9.78%.
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is -3.34%. This measures the effectiveness of the plan participants' investments in the year.
TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL Expense Ratio
In 2018, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN OF SERVICES TO ENHANCE POTENTIAL is 0.03%.
Enrollment Features
Recent Articles
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
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 ...