403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO
Plan Contact
- Address: 333 S WABASH AVE FL 30,CHICAGO,IL
- Contact person: KEVIN GRAAN
- Phone: (312) 906-2338
Plan General Information
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is $9,595,746.00.This plan was established in 1998.
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is 194
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Average Participant Retirement Account Value
In 2017, the average participant retirement account value for 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is $49,462.00
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is $4,996.00.
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is approximately $860.00
Investing in this additonal $860.00 for 20 years would give you extra $55,063.00, assuming a 10% annual return.
Investing in this additonal $860.00 for 20 years would give you extra $55,063.00, assuming a 10% annual return.
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Total Employer Contribution and Match Rate
In 2017, 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO allocates $166,912.00 to match its employees' contributions, providing an employer match rate of 34.44% of their contributions
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is 10.92%.
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is 16.87%. This measures the effectiveness of the plan participants' investments in the year.
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO Expense Ratio
In 2017, the investment and administrative expense ratio of 403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO is 0.01%.
Enrollment Features
403 B THRIFT PLAN OF UNITED WAY OF METROPOLITAN CHICAGO 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.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
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 ...