OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 200 TRAFALGAR SQ UNIT 200,NASHUA,NH
- Contact person: EUNICE OYUGI
- Phone: (603) 594-0249
Plan General Information
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is $62,618,402.00.This plan was established in 2000.
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is 1075
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is $58,249.00
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is $13,157.00.
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is approximately $2,404.00
Investing in this additonal $2,404.00 for 20 years would give you extra $153,859.00, assuming a 10% annual return.
Investing in this additonal $2,404.00 for 20 years would give you extra $153,859.00, assuming a 10% annual return.
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST allocates $2,584,366.00 to match its employees' contributions, providing an employer match rate of 36.54% of their contributions
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is 28.24%.
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is 19.90%. This measures the effectiveness of the plan participants' investments in the year.
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST is 0.46%.
Enrollment Features
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