UNISON RISK ADVISORS POOLED EMPLOYER PLAN

Plan Contact

  • Address: 2454 N. MCMULLEN BOOTH RD,CLEARWATER,FL
  • Phone: (813) 281-0707

Plan General Information

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of UNISON RISK ADVISORS POOLED EMPLOYER PLAN is $2,143,162.00.This plan was established in 2021.

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in UNISON RISK ADVISORS POOLED EMPLOYER PLAN is 475

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for UNISON RISK ADVISORS POOLED EMPLOYER PLAN is $4,511.00

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for UNISON RISK ADVISORS POOLED EMPLOYER PLAN is $3,061.00.

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in UNISON RISK ADVISORS POOLED EMPLOYER PLAN is approximately $739.00
Investing in this additonal $739.00 for 20 years would give you extra $47,338.00, assuming a 10% annual return.

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Total Employer Contribution and Match Rate

In 2022, UNISON RISK ADVISORS POOLED EMPLOYER PLAN allocates $351,338.00 to match its employees' contributions, providing an employer match rate of 48.32% of their contributions

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of UNISON RISK ADVISORS POOLED EMPLOYER PLAN is 623.47%.

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for UNISON RISK ADVISORS POOLED EMPLOYER PLAN is 110.67%. This measures the effectiveness of the plan participants' investments in the year.

UNISON RISK ADVISORS POOLED EMPLOYER PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of UNISON RISK ADVISORS POOLED EMPLOYER PLAN is 1.55%.

Enrollment Features

UNISON RISK ADVISORS POOLED EMPLOYER 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.

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