SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN

Plan Contact

  • Address: P.O. BOX 121390,SAN DIEGO,CA
  • Contact person: MICHELLE PAGE
  • Phone: (619) 255-0358

Plan General Information

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is $3,653,455.00.This plan was established in 1975.

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is 116

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is $31,495.00

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is $2,694.00.

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is approximately $362.00
Investing in this additonal $362.00 for 20 years would give you extra $23,184.00, assuming a 10% annual return.

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2022, SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN allocates $42,021.00 to match its employees' contributions, providing an employer match rate of 13.22% of their contributions

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is -10.31%.

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is -17.91%. This measures the effectiveness of the plan participants' investments in the year.

SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of SAN DIEGO SOCIETY OF NATURAL HISTORY RETIREMENT PLAN is 0.02%.

Enrollment Features

SAN DIEGO SOCIETY OF NATURAL HISTORY 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.


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