THE EXPO GROUP, INC
Plan Contact
- Address: 5931 W CAMPUS CIRCLE DRIVE,IRVING,TX
- Contact person: MARK ROBICHAUD
- Phone: (972) 751-9115
Plan General Information
THE EXPO GROUP, INC Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of THE EXPO GROUP, INC is $9,727,366.00.This plan was established in 2000.
THE EXPO GROUP, INC Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in THE EXPO GROUP, INC is 346
THE EXPO GROUP, INC Average Participant Retirement Account Value
In 2020, the average participant retirement account value for THE EXPO GROUP, INC is $28,113.00
THE EXPO GROUP, INC Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for THE EXPO GROUP, INC is $2,626.00.
THE EXPO GROUP, INC Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in THE EXPO GROUP, INC is approximately $-289.00
Investing in this additonal $-289.00 for 20 years would give you extra $-18,497.00, assuming a 10% annual return.
Investing in this additonal $-289.00 for 20 years would give you extra $-18,497.00, assuming a 10% annual return.
THE EXPO GROUP, INC Total Employer Contribution and Match Rate
In 2020, THE EXPO GROUP, INC allocates $-100,000.00 to match its employees' contributions, providing an employer match rate of -22.01% of their contributions
THE EXPO GROUP, INC Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of THE EXPO GROUP, INC is 28.17%.
THE EXPO GROUP, INC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for THE EXPO GROUP, INC is 22.06%. This measures the effectiveness of the plan participants' investments in the year.
THE EXPO GROUP, INC Expense Ratio
In 2020, the investment and administrative expense ratio of THE EXPO GROUP, INC is 0.76%.
Enrollment Features
THE EXPO GROUP, INC has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) 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 ...