THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 950 17TH STREET,,DENVER,CO
  • Contact person: MICHELLE MAYNARD
  • Phone: (303) 825-8400

Plan General Information

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is $31,763,855.00.This plan was established in 1985.

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is 97

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is $327,462.00

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is $15,428.00.

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is approximately $10,761.00
Investing in this additonal $10,761.00 for 20 years would give you extra $688,733.00, assuming a 10% annual return.

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2016, THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN allocates $1,043,862.00 to match its employees' contributions, providing an employer match rate of 139.51% of their contributions

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is -5.89%.

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is 7.39%. This measures the effectiveness of the plan participants' investments in the year.

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN is 0.06%.

Enrollment Features

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …