WILEY AUTO GROUP PLAN
Plan Contact
- Address: 3601 STOCKTON HILL RD,KINGMAN,AZ
- Contact person: LISA FINCHER
- Phone: (928) 757-3131
Plan General Information
WILEY AUTO GROUP PLAN Total Retirement Plan Assets
At the end of 2011, the total retirement plan assets of WILEY AUTO GROUP PLAN is $461,806.00.This plan was established in 2004.
WILEY AUTO GROUP PLAN Total Number of Retirement Plan Participants
At the end of 2011, the total number of retirement plan participants in WILEY AUTO GROUP PLAN is 163
WILEY AUTO GROUP PLAN Average Participant Retirement Account Value
In 2011, the average participant retirement account value for WILEY AUTO GROUP PLAN is $2,833.00
WILEY AUTO GROUP PLAN Estimated Average Employee Contribution Amount
In 2011, the estimated average employee contribution amount per participant for WILEY AUTO GROUP PLAN is $562.00.
WILEY AUTO GROUP PLAN Total Retirement Plan Asset Growth Rate
In 2011, the total retirement plan asset growth rate of WILEY AUTO GROUP PLAN is -0.21%.
WILEY AUTO GROUP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2011, the estimated aggregate retirement account investment gain/loss for WILEY AUTO GROUP PLAN is -2.23%. This measures the effectiveness of the plan participants' investments in the year.
WILEY AUTO GROUP PLAN Expense Ratio
In 2011, the investment and administrative expense ratio of WILEY AUTO GROUP PLAN is 0.69%.
Enrollment Features
WILEY AUTO GROUP 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.
Recent Articles
- 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
- Lazy Portfolios for Retirement Investing
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 ...