ALLWORTH FINANCIAL POOLED EMPLOYER PLAN

At the end of 2022, the total retirement plan assets of ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is $14,653,826.This plan was established in 2021.

At the end of 2022, the total number of retirement plan participants in ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is 324

In 2022, the average participant retirement account value for ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is $45,227

In 2022, the estimated average employee contribution amount per participant for ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is $6,083

In 2022, the estimated average employer match for an employee in ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is approximately $1,783

In 2022, ALLWORTH FINANCIAL POOLED EMPLOYER PLAN allocates $577,959 to match its employees’ contributions, providing an employer match rate of 58.65% of their contributions

In 2022, the total retirement plan asset growth rate of ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is -8.53%

In 2022, the estimated aggregate retirement account investment gain/loss for ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is -14.50%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ALLWORTH FINANCIAL POOLED EMPLOYER PLAN is 0.44%.

Enrollment Features

ALLWORTH FINANCIAL POOLED EMPLOYER 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.