WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 60 SOUTH LINCOLN STREET,WASHINGTON,PA
  • Contact person: SHARON KOLESAR
  • Phone: (724) 531-1001

Plan General Information

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is $49,280,756.00.This plan was established in 1947.

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is 658

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is $74,894.00

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is $3,573.00.

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is approximately $425.00
Investing in this additonal $425.00 for 20 years would give you extra $27,253.00, assuming a 10% annual return.

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2020, WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN allocates $280,203.00 to match its employees' contributions, providing an employer match rate of 23.84% of their contributions

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is 10.25%.

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is 12.44%. This measures the effectiveness of the plan participants' investments in the year.

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY PLAN is 0.00%.

Enrollment Features

WASHINGTON & JEFFERSON COLLEGE TAX-DEFERRED ANNUITY 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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