KOLBURNE SCHOOL INC

Plan Overview & Key Metrics

KOLBURNE SCHOOL INC is a defined contribution retirement plan offered by THE KOLBURNE SCHOOL INC.. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

KOLBURNE SCHOOL INC Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of KOLBURNE SCHOOL INC is $1,554,425.00.This plan was established in 1994.

KOLBURNE SCHOOL INC Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in KOLBURNE SCHOOL INC is 174

KOLBURNE SCHOOL INC Average Participant Retirement Account Value

In 2009, the average participant retirement account value for KOLBURNE SCHOOL INC is $8,933.00

KOLBURNE SCHOOL INC Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for KOLBURNE SCHOOL INC is $1,734.00.

KOLBURNE SCHOOL INC Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in KOLBURNE SCHOOL INC is approximately $208.00
Investing in this additonal $208.00 for 20 years would give you extra $13,373.00, assuming a 10% annual return.

KOLBURNE SCHOOL INC Total Employer Contribution and Match Rate

In 2009, KOLBURNE SCHOOL INC allocates $36,358.00 to match its employees’ contributions, providing an employer match rate of 24.09% of their contributions

KOLBURNE SCHOOL INC Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of KOLBURNE SCHOOL INC is 2.67%.

KOLBURNE SCHOOL INC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for KOLBURNE SCHOOL INC is 15.17%. This measures the effectiveness of the plan participants’ investments in the year.

KOLBURNE SCHOOL INC Expense Ratio

In 2009, the investment and administrative expense ratio of KOLBURNE SCHOOL INC is 0.03%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how KOLBURNE SCHOOL INC handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

KOLBURNE SCHOOL INC has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of KOLBURNE SCHOOL INC:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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