THE SAVE PLAN
Plan Contact
- Address: 14350 N 87TH STREET,,SCOTTSDALE,AZ
- Contact person: BRIAN HARRELSON
- Phone: (602) 357-9100
Plan General Information
THE SAVE PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE SAVE PLAN is $156,246,078.00.This plan was established in 2015.
THE SAVE PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE SAVE PLAN is 2651
THE SAVE PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE SAVE PLAN is $58,938.00
THE SAVE PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE SAVE PLAN is $2,751.00.
THE SAVE PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE SAVE PLAN is approximately $2,180.00
Investing in this additonal $2,180.00 for 20 years would give you extra $139,570.00, assuming a 10% annual return.
Investing in this additonal $2,180.00 for 20 years would give you extra $139,570.00, assuming a 10% annual return.
THE SAVE PLAN Total Employer Contribution and Match Rate
In 2023, THE SAVE PLAN allocates $5,781,252.00 to match its employees' contributions, providing an employer match rate of 82.16% of their contributions
THE SAVE PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE SAVE PLAN is 16.42%.
THE SAVE PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE SAVE PLAN is 16.34%. This measures the effectiveness of the plan participants' investments in the year.
THE SAVE PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE SAVE PLAN is 0.17%.
Enrollment Features
THE SAVE 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.
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.
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