PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES

Plan Contact

  • Address: PO BOX 4851,CAROLINA,PR
  • Contact person: STEPHANIE A. DONAHUE
  • Phone: (787) 750-8060

Plan General Information

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is $1,467,907.00.This plan was established in 1998.

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is 122

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Average Participant Retirement Account Value

In 2014, the average participant retirement account value for PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is $12,032.00

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is $1,363.00.

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is approximately $239.00
Investing in this additonal $239.00 for 20 years would give you extra $15,351.00, assuming a 10% annual return.

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Total Employer Contribution and Match Rate

In 2014, PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES allocates $29,264.00 to match its employees' contributions, providing an employer match rate of 35.18% of their contributions

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is 8.73%.

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is 6.95%. This measures the effectiveness of the plan participants' investments in the year.

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES Expense Ratio

In 2014, the investment and administrative expense ratio of PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES is 0.25%.

Enrollment Features

PERFECSEAL INVESTMENT INCENTIVE PLAN FOR PR EMPLOYEES 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 …