ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES

Plan Contact

  • Address: 13555 SE 36TH ST.,,BELLEVUE,WA
  • Contact person: FRANK BELLOTTI
  • Phone: (425) 586-1916

Plan General Information

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is $4,406,555.00.This plan was established in 1998.

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is 1081

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Average Participant Retirement Account Value

In 2012, the average participant retirement account value for ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is $4,076.00

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is $1,981.00.

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is approximately $111.00
Investing in this additonal $111.00 for 20 years would give you extra $7,154.00, assuming a 10% annual return.

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Total Employer Contribution and Match Rate

In 2012, ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES allocates $120,840.00 to match its employees' contributions, providing an employer match rate of 11.28% of their contributions

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is 70.72%.

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is 13.00%. This measures the effectiveness of the plan participants' investments in the year.

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES Expense Ratio

In 2012, the investment and administrative expense ratio of ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES is 0.06%.

Enrollment Features

ROUTH CRABTREE OLSEN & AFFILIATED ENTITIES 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 …