Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (52)
Highest in Peer Group (80)

Plan Description

Aloha Petroleum, Ltd. Salary Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Participation Rate. Aloha Petroleum, Ltd. Salary Savings Plan currently has over 500 active participants and over $16.3M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (66) and the top rated plan (80) could equate to:
7
Additional years of work
21,133
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1132 Bishop Street, Suite 1700
  • Location
    Honolulu , HI
  • 96813-2822
  • Industry
    Retail Trade
  • Administrator
    Thomas Grimes
  • Net Plan Assets
    $16,300,000
  • Total Participants
    520
  • Avg Account Balance
    $33,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
The Wills Group 77.5
Schierl Companies 53.4
East Side Service Center 52.7
Landmark Industries, Ltd. 48.5
Stinker Stores 47.8
C & S 46.7
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
PIMCO Total Return 19%
84%
Lincoln Financial Stable Value 18%
N/A
Dreyfus MidCap Index 8%
16%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Lincoln Financial
Corporate Trustee
Bank of Hawaii
Administration
Lincoln Financial
Auditor
Kobayashi, Kanetoku, Doi Lum & Yasuda CPAs LLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question