NEAL ANALYTICS, LLC RETIREMENT TRUST

Plan Contact

  • Address: 11911 NE 1ST STREET #206,BELLEVUE,WA
  • Contact person: KATHERINE ARBELAEZ
  • Phone: (206) 947-9260

Plan General Information

NEAL ANALYTICS, LLC RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of NEAL ANALYTICS, LLC RETIREMENT TRUST is $2,441,097.00.This plan was established in 2022.

NEAL ANALYTICS, LLC RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in NEAL ANALYTICS, LLC RETIREMENT TRUST is 114

NEAL ANALYTICS, LLC RETIREMENT TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for NEAL ANALYTICS, LLC RETIREMENT TRUST is $21,413.00

NEAL ANALYTICS, LLC RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for NEAL ANALYTICS, LLC RETIREMENT TRUST is $5,547.00.

NEAL ANALYTICS, LLC RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of NEAL ANALYTICS, LLC RETIREMENT TRUST is 31.58%.

NEAL ANALYTICS, LLC RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for NEAL ANALYTICS, LLC RETIREMENT TRUST is 17.86%. This measures the effectiveness of the plan participants' investments in the year.

NEAL ANALYTICS, LLC RETIREMENT TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of NEAL ANALYTICS, LLC RETIREMENT TRUST is 0.31%.

Enrollment Features

NEAL ANALYTICS, LLC RETIREMENT TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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