COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 1202 MORENA BLVD SUITE 300,SAN DIEGO,CA
  • Contact person: BOB MARCHETTI
  • Phone: (619) 275-0822

Plan General Information

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is $17,994,871.00.This plan was established in 1993.

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is 827

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is $21,759.00

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is $1,864.00.

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is approximately $1,357.00
Investing in this additonal $1,357.00 for 20 years would give you extra $86,855.00, assuming a 10% annual return.

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2017, COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN allocates $1,122,335.00 to match its employees' contributions, providing an employer match rate of 145.58% of their contributions

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is 12.42%.

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is 11.15%. This measures the effectiveness of the plan participants' investments in the year.

COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of COMMUNITY RESEARCH FOUNDATION TAX DEFERRED ANNUITY PLAN is 0.32%.

Enrollment Features

Recent Articles

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

Get Started

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 ...

Click for tips and plans for income

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 ...