KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN

Plan Contact

  • Address: DORADO BEACH RESORT AND CLUB,,DORADO,PR
  • Contact person: DIANA MURPHY
  • Phone: (787) 278-1993

Plan General Information

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is $170,597.00.This plan was established in 2009.

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is 107

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is $1,594.00

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is $1,159.00.

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is approximately $99.00
Investing in this additonal $99.00 for 20 years would give you extra $6,348.00, assuming a 10% annual return.

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2011, KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN allocates $10,614.00 to match its employees' contributions, providing an employer match rate of 17.11% of their contributions

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is 45.84%.

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is -2.11%. This measures the effectiveness of the plan participants' investments in the year.

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT PLAN is 0.21%.

Enrollment Features

KEMPERSPORTS PUERTO RICO 1165(E) RETIREMENT 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.


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 …