SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN

Plan Contact

  • Contact person: KENT R BERKE
  • Phone: (303) 662-7232

Plan General Information

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is $35,066,084.00.This plan was established in 2002.

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is 2658

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Average Participant Retirement Account Value

In 2002, the average participant retirement account value for SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is $13,192.00

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is $871.00.

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is approximately $590.00
Investing in this additonal $590.00 for 20 years would give you extra $37,786.00, assuming a 10% annual return.

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Total Employer Contribution and Match Rate

In 2002, SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN allocates $1,569,335.00 to match its employees' contributions, providing an employer match rate of 135.53% of their contributions

SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN Expense Ratio

In 2002, the investment and administrative expense ratio of SELF-DIRECTED TAX-ADVANTAGED RETIREMENT STAR PLAN is 0.00%.

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