RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE
Plan Contact
- Address: 1789 MASSACHUSETTS AVE, NW,WASHINGTON,DC
- Contact person: KATHERYNE WALKER
- Phone: (202) 862-5800
Plan General Information
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is $95,431,705.00.This plan was established in 2022.
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is 701
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Average Participant Retirement Account Value
In 2021, the average participant retirement account value for RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is $136,136.00
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is $2,113.00.
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is approximately $3,050.00
Investing in this additonal $3,050.00 for 20 years would give you extra $195,202.00, assuming a 10% annual return.
Investing in this additonal $3,050.00 for 20 years would give you extra $195,202.00, assuming a 10% annual return.
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Total Employer Contribution and Match Rate
In 2021, RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE allocates $2,138,072.00 to match its employees' contributions, providing an employer match rate of 144.31% of their contributions
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is 10.36%.
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is 13.80%. This measures the effectiveness of the plan participants' investments in the year.
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE Expense Ratio
In 2021, the investment and administrative expense ratio of RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE is 0.00%.
Enrollment Features
RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE 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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