Overview

Plan Rating

BrightScope Rating
20
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (45)
Highest in Peer Group (66)

Plan Description

Aloha Management Company 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 20. Aloha Management Company 401k Profit Sharing Plan currently has over 100 active participants and over $829.8K in plan assets.

Did you know?

For the average 401k participant, the 46 point difference between this plan's BrightScope Rating (20) and the top rated plan (66) could equate to:
19
Additional years of work
362,306
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 12/31/2010
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 45-545 Kamehameha Highway
  • Location
    Kaneohe , HI
  • 96744-1943
  • Industry
    Health Care and Social Assistance
  • Administrator
    Charles Harris
  • Net Plan Assets
    $830,000
  • Total Participants
    150
  • Avg Account Balance
    $12,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Advisor Freedom 28%
42%
Vanguard Intermediate-Term Treasury 13%
70%
Nationwide Investor Destinations Moderately Conservative 12%
28%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Detor & Williams