AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN

Plan Contact

  • Address: 600 SW MARKET ST,PORTLAND,OR
  • Contact person: MARISA HODES
  • Phone: (503) 222-6914

Plan General Information

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $44,486,901.00.This plan was established in 1984.

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 632

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $70,390.00

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $3,398.00.

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is approximately $3,066.00
Investing in this additonal $3,066.00 for 20 years would give you extra $196,266.00, assuming a 10% annual return.

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN allocates $1,938,131.00 to match its employees' contributions, providing an employer match rate of 90.37% of their contributions

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 18.25%.

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 16.12%. This measures the effectiveness of the plan participants' investments in the year.

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 0.13%.

Enrollment Features

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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