RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 1101 14TH ST NW,,WASHINGTON,DC
  • Contact person: CHRISTINE TAYLOR
  • Phone: (323) 932-7888

Plan General Information

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is $6,720,404.00.This plan was established in 1995.

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is 116

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is $57,934.00

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is $2,272.00.

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is approximately $1,754.00
Investing in this additonal $1,754.00 for 20 years would give you extra $112,262.00, assuming a 10% annual return.

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2023, RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN allocates $203,475.00 to match its employees' contributions, providing an employer match rate of 79.60% of their contributions

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is 21.02%.

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is 16.64%. This measures the effectiveness of the plan participants' investments in the year.

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY PLAN is 0.04%.

Enrollment Features

RELIEF INTERNATIONAL VOLUNTARY TAX DEFERRED ANNUITY 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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