AKT RETIREMENT PLAN

Plan Contact

  • Address: 680 HAWTHORNE AVE SE, SUITE 140,SALEM,OR
  • Phone: (503) 585-7774

Plan General Information

AKT RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of AKT RETIREMENT PLAN is $50,741,912.00.This plan was established in 1991.

AKT RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in AKT RETIREMENT PLAN is 423

AKT RETIREMENT PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for AKT RETIREMENT PLAN is $119,957.00

AKT RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for AKT RETIREMENT PLAN is $9,511.00.

AKT RETIREMENT PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in AKT RETIREMENT PLAN is approximately $4,689.00
Investing in this additonal $4,689.00 for 20 years would give you extra $300,151.00, assuming a 10% annual return.

AKT RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2016, AKT RETIREMENT PLAN allocates $1,983,814.00 to match its employees' contributions, providing an employer match rate of 98.62% of their contributions

AKT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of AKT RETIREMENT PLAN is 14.04%.

AKT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for AKT RETIREMENT PLAN is 6.00%. This measures the effectiveness of the plan participants' investments in the year.

AKT RETIREMENT PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of AKT RETIREMENT PLAN is 0.02%.

Enrollment Features


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 ...