KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 2239 NORTH SCHOOL STREET,HONOLULU,HI
- Contact person: DALLYS SALAS
- Phone: (808) 791-9477
Plan General Information
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is $9,916,881.00.This plan was established in 1992.
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is 249
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2017, the average participant retirement account value for KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is $39,826.00
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is $3,682.00.
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is approximately $2,096.00
Investing in this additonal $2,096.00 for 20 years would give you extra $134,206.00, assuming a 10% annual return.
Investing in this additonal $2,096.00 for 20 years would give you extra $134,206.00, assuming a 10% annual return.
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2017, KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN allocates $522,149.00 to match its employees' contributions, providing an employer match rate of 113.90% of their contributions
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is 15.95%.
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is 13.89%. This measures the effectiveness of the plan participants' investments in the year.
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2017, the investment and administrative expense ratio of KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN is 0.06%.
Enrollment Features
KOKUA KALIHI VALLEY IRC 403(B) TAX DEFERRED ANNUITY PLAN has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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