MONETA GROUP SALARY SAVINGS PLAN

Plan Contact

  • Address: 100 S BRENTWOOD BLVD. STE. 500,CLAYTON,MO
  • Contact person: BETHANY WILKINSON
  • Phone: (314) 244-3329

Plan General Information

MONETA GROUP SALARY SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MONETA GROUP SALARY SAVINGS PLAN is $121,557,183.00.This plan was established in 1991.

MONETA GROUP SALARY SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MONETA GROUP SALARY SAVINGS PLAN is 539

MONETA GROUP SALARY SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MONETA GROUP SALARY SAVINGS PLAN is $225,523.00

MONETA GROUP SALARY SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MONETA GROUP SALARY SAVINGS PLAN is $12,287.00.

MONETA GROUP SALARY SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MONETA GROUP SALARY SAVINGS PLAN is approximately $9,127.00
Investing in this additonal $9,127.00 for 20 years would give you extra $584,141.00, assuming a 10% annual return.

MONETA GROUP SALARY SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, MONETA GROUP SALARY SAVINGS PLAN allocates $4,919,565.00 to match its employees' contributions, providing an employer match rate of 83.50% of their contributions

MONETA GROUP SALARY SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MONETA GROUP SALARY SAVINGS PLAN is 29.83%.

MONETA GROUP SALARY SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MONETA GROUP SALARY SAVINGS PLAN is 18.41%. This measures the effectiveness of the plan participants' investments in the year.

MONETA GROUP SALARY SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MONETA GROUP SALARY SAVINGS PLAN is 0.05%.

Enrollment Features

MONETA GROUP SALARY SAVINGS PLAN 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.


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