RENAISSANCE ACADEMY RETIREMENT PLAN

Plan Contact

  • Address: 3435 NORTH 1120 EAST,LEHI,UT
  • Contact person: MARK URSIC
  • Phone: (801) 768-4205

Plan General Information

RENAISSANCE ACADEMY RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of RENAISSANCE ACADEMY RETIREMENT PLAN is $1,574,358.00.This plan was established in 2007.

RENAISSANCE ACADEMY RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in RENAISSANCE ACADEMY RETIREMENT PLAN is 157

RENAISSANCE ACADEMY RETIREMENT PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for RENAISSANCE ACADEMY RETIREMENT PLAN is $10,027.00

RENAISSANCE ACADEMY RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for RENAISSANCE ACADEMY RETIREMENT PLAN is $1,041.00.

RENAISSANCE ACADEMY RETIREMENT PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in RENAISSANCE ACADEMY RETIREMENT PLAN is approximately $855.00
Investing in this additonal $855.00 for 20 years would give you extra $54,732.00, assuming a 10% annual return.

RENAISSANCE ACADEMY RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2017, RENAISSANCE ACADEMY RETIREMENT PLAN allocates $134,266.00 to match its employees' contributions, providing an employer match rate of 164.23% of their contributions

RENAISSANCE ACADEMY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of RENAISSANCE ACADEMY RETIREMENT PLAN is 17.49%.

RENAISSANCE ACADEMY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for RENAISSANCE ACADEMY RETIREMENT PLAN is 16.85%. This measures the effectiveness of the plan participants' investments in the year.

RENAISSANCE ACADEMY RETIREMENT PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of RENAISSANCE ACADEMY RETIREMENT PLAN is 0.92%.

Enrollment Features

RENAISSANCE ACADEMY RETIREMENT 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.


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 …